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inflation

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  • Gold breakout!

    February 14, 2022 • Gold seems to have broken out of its descending pattern started in August 2020. While the movement could be ascribed to geopolitical instability, the simpler and more compelling narrative is that the investment case for storeholds of value keeps getting stronger as inflation and debt debasement takes center stage. 
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  • Highest​ inflation since the launch of the Euro​

    February 7, 2022 • The ​January ​euro-area inflation was a shocker, with the CPI the ​highest​ ever since the launch of the Euro​. Energy was the biggest driver, but the core CPI surprised to the upside as well​, signaling the issue is far from "temporary".​ 
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  • Recession or higher structural inflation?

    January 31, 2022 • This is in essence the dilemma facing the Federal reserve. Most banks & analysts have been predicting the worst; 1.5-3% increase of fed fund rates and even a reduction of the balance sheet. Such a scenario would ravage asset prices and curtail economic growth, leading an already slowing economy into recession. 
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  • The risk of stagflation is growing

    December 13, 2021 • Since inflation started to break out of the trend, the two years US treasury rate has dramatically shot up while the ten years rate has stayed basically flat. 
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  • Central bankers facing a dire dilemma

    December 6, 2021 • The fate of equity markets rest in the hands of the central bankers and they are facing a dire dilemma. Inflation is not so temporary after all and they need to take action. 
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  • The moment of truth is approaching for the Eurozone

    November 22, 2021 • C19 continues to hamstring the economy and further weakening of the euro and/or sustained rising of food and energy prices will tip the Eurozone into stagflation. 
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  • Inflation is here to stay

    November 15, 2021 • While governments cannot act on supply to mitigate inflation, they can affect demand by reducing liquidity by raising interest rates and taxes. Problem is that for the time being they can do neither. 
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  • Here’s why inflation may be in the cards in a post Covid-19 world

    May 21, 2020 • Extreme monetary & fiscal policies combined with the disruption of global trade & technology consolidation may finally give inflation a fighting chance. 
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