TIME FOR AN INFLATIONARY SURPRISE TO THE DOWNSIDE?

The 'tourist outlines why this might be a good bet

I’m always asking my non-market buddies what’s happening in their industries. Often, as market watchers, we have a habit of looking too closely at the data. We’re staring at the tree in front of us, arguing whether it is a white or scotch pine based on the bark, while we should really take a step back and looking at the forest. Taking an interest in gen…