
Inflation Will Persist Above the Fed's Comfort Level: Naomi Fink
The Contrarian Investor Podcast
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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