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Global Macro in an Age of Great Power Conflict | Demetri Kofinas
Hidden Forces
Is the Fed Going to Keep Its Feet on the Brace?
Inflation continues to be their primary concern. If all sorts of other forward indicators begin deteriorating, i think that could give them cause to change their rhetoric. The last time inflation was at above nine % was 19 81. At some point policy's going to have to tighten in a long term deflation period. I've felt this is just based on the math, based on debt levels, based on the levels of structural inequality in distributions of wealth. But you also have to be realistic about what they can actually do. So qualitatively speaking, if oil prices start to trend upwards again, how much will ad continued to stay down?
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