Is the Good News Already Priced In?
Real Vision: Finance & Investing
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Inflation Surge and Money Supply Decline
This chapter discusses the factors that contributed to the surge in inflation and the role of the money supply in this regard. It highlights how the government and the Fed flooded the system with money during the pandemic, leading to above trend inflation. However, the money supply started declining, causing concern. The chapter also emphasizes the need for the Fed to be patient and let the data come their way.
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Transcript
