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re: Fed hides weekly M1 supply, says "money doesn't matter"
Posted on 9/13/21 at 2:29 pm to wutangfinancial
Posted on 9/13/21 at 2:29 pm to wutangfinancial
quote:Sounds like you are trying to say us inflation sky screams at the beginning of the year may have been right
I'm not on a side but the signals are all extremely wonkish right now for how this plays out over the next 12-18 months.
I'll allow it, you're forgiven
1
Posted on 9/13/21 at 2:43 pm to TigerTatorTots
I mean I see hyberbolic panic about inflation in the 10-20% range and it gets a little ridiculous. The price increases this year were very predictable it's the next several years that is unclear. We'll see, it looks like the QQQ and bonds are at odds with the inflation narrative but we all know mispricing happens all the time.
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