Trevor Greetham on Spike-Flation, Equities and Removing Biases
Macro Hive Conversations With Bilal Hafeez
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The Rise of Inflation in Shorter Business Cycles
The transition to net zero is important because fossil fuel industries are being underinvested. But that does mean when you get an economic recovery, you quickly hit bottlenecks and commodity prices will spike upwards. So I think we could find ourselves every business cycle has a commodity shock, a spike. Every four or five years you get to the point where inflation's out of control again. And that creates these more frequent recessions.
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