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Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

CHAPTER

Inflation and Growth Dynamics in Asia

We are now at risk of a 70 style market route, with no fed put available. D ms are exporting inflation into e m. We know that inflation is pernicious precisely because it means spending dry powder is effectively involuntary. 75 cents of every dollar being spent is being spent to afford stuff people were already buying. And there's more fiscal coming. In the rest of this report, we check in on the key inflation and growth dynamics at play and what the mean for the future.

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