Tag CPI

Inflation, Debt Ceilings, Trump.. Oh no.. here we go again.

“Curiously, the only thing that went through the mind of the bowl of petunias was; Oh no, not again..” Inflation is what inflation is.. Prices are still rising, Central Banks are watching, the US debt ceiling crisis will distract us all, and Donald Trump remains… “extraordinary”. All feels a bit unstable.

Inflation, Rates, Recession or Stagflation – nothing is clear yet

esterday’s US CPI numbers look good at a glance, but the reality is the Western economies may face ongoing sticky inflation and long-term stagflation while reversing the economic damage of a decade plus of monetary experimentation. That requires new investment approaches.