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What the Fed’s Rate Decision Will Mean for Markets | Andy Constan

Hidden Forces

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The Impact of Supply Chain Resolution on Inflation

Inflation down because of government policy and how much was it going to decline anyway? Because what you're saying is it's the liquidity outflows caused by QT have been more than offset by the spending that's come out of the treasury. My guess is that certainly the supply chain resolution had a meaningful impact on the level of inflation over the course of the last year. And now we have this situation where the labor market is very tight. This is the ski globalization thing that I call the three D's: de-globalization, domestic energy investment or duplicate supply chains.

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