MacroVoices #354 Jim Bianco: CPI, FOMC, China & More
Macro Voices
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Post Game Chart Deck - What Do You Think?
Nick Galarnik: I agree with Jim Bianco that the pandemic related transitory inflation effects have peaked and will continue to decline. He says he doesn't think we're going back to 2% inflation anytime soon, maybe not ever. The question of his mind is how much farther does inflation go down before it surprises most people by perhaps resuming a slow steady climb to the upside? Eric Zohn: It seems like maybe the post FOMC peak is in and we're headed back down to the downside.
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