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With Inflation at 40-Year Highs, How De-Russianization Has Changed the Narrative

The Breakdown

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Introduction

Inflation has, in some way or another, been the dominant macro theme since shortly after the covin 19 shutdowns. This is a story we've repeated ad nauseum, paul tudor jones great monetary inflation thesis and michael salor's melting ice cube. And of course, throughout last year, 20 21, the biggest debate in mackerel was whether inflation was transitory or not. Was what drove the bict coin in later crypto bullmarkComing out of 20 20, going into 20 21.

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