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Ep. 127: The Point of Inflation Inflection
Manage episode 453515642 series 3347271
Вміст надано Michael Ashton - the Inflation Guy. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Michael Ashton - the Inflation Guy або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
For more than a year now, the story about inflation and why inflation was almost certainly going to stay high (in the 'high 3s, low 4s' on median inflation, as the Inflation Guy has long held) was a story about the guaranteed rebound in money velocity. That has been an easy story and forecasting medium-term inflation has been consequently pretty easy.
That is changing.
Velocity has made a round trip to where it was prior to COVID. And that means that the underlying drivers of inflation going forward are changing. In this episode, the Inflation Guy explains what that means for the future of inflation.
NOTES
Very important blog post: “What Makes a Stable Coin Stable?” https://inflationguy.blog/2024/10/31/what-makes-a-stable-coin-stable/
Blog for this month’s CPI: “Inflation Guy’s CPI Summary (October 2024)” (https://inflationguy.blog/2024/11/13/inflation-guys-cpi-summary-october-2024/ )
To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/ Now just $29.99/quarter!
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