MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
Macro Voices
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I'm Convinced Secular Inflation Is Here
Jef Soresna: I've been saying i'm convinced secular inflation is here. Well, hang on. I'm not really sure of that at all. What i'm pretty darned confident of is i see fundamentals in the crude oil market. There's going to be a supply constraint lead very significant rally an crude oil prices. But i still think that the price increases are set to continue, and continue very substantially higher from here.
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