The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
WILL DEFLATIONISTS GET THIS ONE RIGHT?
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WILL DEFLATIONISTS GET THIS ONE RIGHT?

If you are taking off the reflation trade, do it for the right reason

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Kevin Muir
Jun 03, 2021
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The MacroTourist
The MacroTourist
WILL DEFLATIONISTS GET THIS ONE RIGHT?
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With the recent front-page hysteria about inflation, there have been some readers asking if maybe this has run too far, too fast. They’ve listened to arguments from sober-minded deflationists who are making an increasingly convincing case that the inflation scare is simply the intersection of a supply bottleneck along with a demand surge. They reckon …

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