Here's another good commentary on where inflation is going from...

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    Here's another good commentary on where inflation is going from here (for this year) and why. This is similar to the Martin North/Damien Klassen interview posted earlier. From last Friday (11 June 2021):

    (914) Raoul Pal: Examining Shifts in the Global Macro Policy Paradigm (w/ Ed Harrison) - YouTube

    Also here's my current personal take on where to from here;

    I'm expecting that rates will stay within a central bank determined range, and that inflation will be largely dependent on the extent of fiscal support because globalisation (amongst other things) tends to have a deflationary effect. The fiscal support will offset that deflation but not much more than that.

    Feel free to attack the living daylights out of that view: I'm pretty open to as many different takes as possible on this subject.

    I'm interested in getting an accurate bead on what's going on. Like everyone else I imagine.
    Last edited by ChartsGuy: 15/06/21
 
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