Jonathan WilmotNov 21, 20223 minStrategy & Economics PostsUnsettledThe Fed doesn’t care that much that inflation has probably peaked; the important question is "where will it settle”?
Alex HaseldineNov 4, 20222 minStrategy & Economics PostsBullard on Wars and InflationFOMC member James Bullard makes the connection between the current inflation and the effect of major wars.
Jonathan WilmotNov 3, 20221 minStrategy & Economics Posts10 Charts on War, Inflation and Asset PricesWars are inflationary, period. That is one of the clearest lessons of history, as we document below.
Jonathan WilmotOct 20, 20223 minStrategy & Economics PostsPerception GapsAt the global equity market peak last year, financial assets were strongly outperforming the real economy, a state we refer to as bearish...