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Inflation won't stop asset prices in the 2020s
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Inflation won't stop asset prices in the 2020s

Rene Bruentrup's avatar
Rene Bruentrup
Feb 13, 2022
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Fallacy Alarm
Fallacy Alarm
Inflation won't stop asset prices in the 2020s
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I believe the current inflation debate and its presumed consequences on asset prices is misguided. There are strong signs that a large component to the current inflation wave is cyclical in nature and will eventually roll over without distinct monetary intervention. And even the structural component to it is difficult to battle for central banks because…

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