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25min chapter
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
Macro Voices
Market Reaction to CPI Print and Misconceptions About Inflation
This chapter explores the market's response to the CPI print and highlights misconceptions about inflation. It emphasizes that prices are still rising, especially for non-replaceable goods, and discusses the impossibility of reducing inflation without a contraction in aggregate demand. The chapter also raises concerns about the Fed's focus on lagging indicators and the significant contraction in money supply aggregates.
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