Deflation / Inflation? What’s next, what’s the answer and tales of the barbarous relic.

Last month we laid out the case for inflation but before we look at ways of insuring against such an outcome we need to accept that we are staring down a possible deflationary bust before we start seeing a general rise in prices. “Money that costs nothing is worth nothing” – we live in an

Inflation: Where is it? Is it a problem?

Here is Powell’s recent Jackson Hole conference speech, in plain English: “There is too much debt in the US and globally. It’s hurting growth. This can be resolved one of two ways: Widespread defaults (including sovereign debt forgiveness) Inflate it away Today we are accelerating option two” So there we have it. The Fed want