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Unusual Whales Pod Ep 17: First FOMC of 2023, Powell and disinflation, and the January 25 bps rate hike with experts

Unusual Whales

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Do You Think a Decade of Persistently High Inflation Is Possible?

Many believe that a decade of persistently high inflation is possible, if not inevitable. What's priced in are expectations for inflation to return to essentially 2% or darn close to it and stay there forever with no issues. At the same time, I think there's a lot of reasons both cyclically and structurally why you would expect inflation to be higher than 2%. Those include things like forced onshore and de-globalization.

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