Jag tror att marknaden har fel

 Gamla pandemibidrag ligger kvar i spargrisen och arbetslösheten är rekordlåg i de flesta länder. Kanske är den tongivande medelklassen vid ganska god vigör.

Det finns ju olika anledningar bakom inflationen – en är att efterfrågan överstiger utbudet, vilket antyder att den där depressionen som hushållen ger uttryck för i olika mätningar kanske är något överdriven.

Henrik Mitelman DI 18 juli 2022

https://www.di.se/analys/borsens-sorgebarn-kan-overraska-positivt/


Inflationen kan bli riktigt låg redan nästa år

Henrik Mitelman DI 30 maj 2022

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