continuum

“Great Rotation” Ahead; Will it Be Inflationary or Deflationary?

[edit] This article ultimately leans toward the view that the reasons for a rising curve will be inflationary. But I woke up in the middle of the night and my thoughts drifted to the components of the article (yeah, that’s pretty sad, I know), and with further consideration I am leaning toward neutral or even a bit into the deflationary camp. The reasons will be … Continue reading “Great Rotation” Ahead; Will it Be Inflationary or Deflationary?