Thinking About Macro
The Memo by Howard Marks
Is the Global Supply Chain Ready for Higher Inflation?
Concern about rising inflation in the next few years has been a topic of elevated discussion. The year over year increase in the consumer price index was four point two % in april, five point zero % in may and five point four % in june. These are the highest readings since september two thousand eight. On the other hand, here are arguments for why higher inflation might prove transitory....
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