https://twitter.com/farrisbaba/status/1367102942768205824
Deflation. pic.twitter.com/K6hIutHNGL
— The Macro Pulse (@TheMacroPulse) March 2, 2021
I agree. Although I think we will ultimately move away from the Ice Age deflationary quagmire, the reflation trade has gone too far, too soon. After a now fully discounted H1 GDP boom, a growth and Inflation slump towards the end of this year will likely trigger sub-zero US 10y. https://t.co/gAnjRvUEFl
— Albert Edwards (@albertedwards99) March 2, 2021
1 view