INFLATION - "the only way is up, baby"For those "economists" out there who couldn't forecast the weather for last week let alone anything important ahead of time (especially the special data dependent forecaster lol) and for anyone unsure about where prices (for just about everything) are headed over coming years/decade+.
Here's a clue
About 5-Year Breakeven Inflation Rate
Short IXIC, Long Cryptocurrency into the New Year1. Falling US inflation and rising US fed rates have yet to intersect. They will in 1H'23.
ECONOMICS:USIRYY
FRED:FEDFUNDS
2. US M2 tightening has reached 3%, but alllowing for some growth, it needs to go (linearly) another 6%-9% for a total of 9%-12% down from its previous all-time-high.
ECO
Endgame for central banks far from doneThis week the UK economy posted its highest inflation reading in 41 years rising 11.1% year on year (yoy) in October. The recent jump is largely the result of the uprating of the household energy price cap in October. Core inflation moved sideways at 6.5% yoy. We expect this to represent the peak fo
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