Almost never does high inflation come down fast. Today's consensus view that inflation will come way down is, as this figure from Jim Reid at Deutsche illustrates, outside the range of normal historical experience.
Aramco CEO:
"When you shame oil and gas investors, dismantle oil- and coal-fired power plants, fail to diversify energy supplies (especially gas), oppose LNG receiving terminals, and reject nuclear power, your transition plan had better be right,"
#EFT#OOTT
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You can't pay me to say what you want,
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34K Followers 13K FollowingAgricultural Economist at the University of Illinois; Lifelong fascination with commodity markets; Iowa farmboy
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12K Followers 3 FollowingMacroeconomic Research Firm focused on investors with portfolios of high-six to high-seven figures. Run by @nickgiva1 & @dampedspring
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30K Followers 492 FollowingGlobal Macro Volatility Portfolio Manager. Author of Macro Musings Newsletter.
My views do not consist of investment advice.