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Many investors have short attention spans and quickly pivot to the ‘new shinny’ thing the Fed is showing them. Talking About Inflation and Creating Inflation, Are Very Different Beasts

After decades of trying to create inflation, we have had lackluster results (and most of these years...

0.6% CPI - in normal times that would be rather tepid  - and especially after $7T of extraordinary stimulus Where are the ‘Negative Real Rates’ ?

Such predictions of inflation are in its early days. Even if inflation does present itself – it woul...