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2021-04-29

No matter what this is likely to be THE main topic for global financial markets in 2021

However, over the last couple of months I have become more and more convinced that particularly elevated stock prices, property prices and commodity prices reflected sharply increased inflation pressures.


I have therefore, gradually changed my view on inflation and am now quite convinced that inflation will pick up very strongly in the US. 


In fact, I now seriously fear that we are heading for double-digit inflation in the US before the end of this year.


No matter what this is likely to be THE main topic for global financial markets in 2021 and I have a hard time seeing this playing out without causing some volatility in global financial markets.


The Market Monetarist Lars Christensen 


https://marketmonetarist.com/2021/04/29/heading-for-double-digit-us-inflation/


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