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 WilmotSep 29, 20223 minStrategy & Economics PostsWar or Peace IRussia is about to formally annex the parts of Ukraine that it has occupied, making (in Putin’s narrative) an attack on its forces there an