Inflation Expectations Peak?

Before the COVID-induced spending splurge of the past year dragged forward even more future consumption, aging populations in most countries were already set to want fewer goods over the next decade+, and technological advances are helping us do more with less.

The other major reason we suspect inflationary pressures will recede is that what’s inflated most in the past decade is asset prices. And, as shown throughout history (and today), highly-levered asset inflation, and the over-zealous expectations thereon, are always transitory.

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