7 Macro Trends I’m Watching and Their Impact on Inflation We're facing an inflationary future--demographic decline, climate change, and rising debt will overwhelm the deflationary impact of AI and robotics.
5 Questions (and 9 charts) on the current state of the U.S. housing market Several Fed officials have referred to the role of rent increases in the overall inflation picture. There’s also a lot of uncertainty in home purchase markets, what with the direction of inflation as well as the impact of higher rates. Some people say there’s a housing shortage; others