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Inflation Will Persist Above the Fed's Comfort Level: Naomi Fink

The Contrarian Investor Podcast

CHAPTER

The Future of Inflation Expectations

Inflation is something that perhaps caught markets and households by surprise. But traditionally, inflation expectations have been very persistent. I think there are several reasons from a macroeconomic perspective why we're not going to see a sudden return to an ultra low inflation environment. One has been the reversal of globalization, at least partially. There's also probably a lot of interim, maybe not long-term, but geopolitical pressures that are supply shocks.

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