What you're not hearing about the coming post-pandemic inflation
Tuesday, March 9, 2021
Could it lead to Weimar-style hyperinflation? The gurus say so, but Mr. Market doesn't agree.
Update to Strategic View
There is an inflation bump coming, based on consumption demand hitting depleted inventories. Powell won't react, because he is expecting it to be "transient." Alarmists argue that very belief will cause inflation to get out of hand. But long-term market-based inflation expectations are as quiescent as ever.