Macro Series

Global Letter: Rising US inflation concerns

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Markets are starting to fret: it is a close call, but we are slightly more sanguine. Inflation is now back on many minds. And this matters because, as go inflation expectations, so go bond yields, and thence asset prices, exposed leveraged entities, official interest rates, and more. Inflation expectations however are difficult to forecast, not least because they are driven by a range of factors, none of which is certain. But there are two broad strands of thought: Budget deficits and money growth. There is concern, especially in, though not limited to, the financi
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