Macro Hive Conversations With Bilal Hafeez cover image

Dominique Dwor-Frecaut on the Coming US Recession, and Fed’s Communication Problem

Macro Hive Conversations With Bilal Hafeez

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Is There a Lower Inflation Regime?

The relationship between population growth and inflation is sexualy quite strong. The fertidity rate we had in 20 20 was the lowest on record, so since 19 30. And i have no intention of having more wher, not of having more children once the pandemic is over. So post pandemic baby boom is highly unlikely. There is also minitary policy and cu, which has been quite, i donot use over disaster, but certainly has benefited wall street much, much more than main street. What it's done also is to juice up the return on financial assets relative to real assets. Once this cycle of inflation resation is over, we're going back too under performing inflation.

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