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Lyn Alden: A Pendulum Between Stagflation & Reflation
The Macro Trading Floor
Is There a Level Shift in Inflation?
i tend to agree that we've entered a higher inflatior wishe. What i don't agree with, and i'm not necessarily accusing lynn of this, but the market overall seems to be suffering from what i call e recency bias in this inflation debate. The changes are still mostly related to supply ballnecks, but they 're now broadening a bit towards goods and other more sticky, sticky parts of the inflation basket. This broadening actually depends on demand. And if emand isn't strong, then syclically strong and incrementally strong, it's very difficult for inflationary pressures to broaden. As jim said last week, a crowded trade is
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