Morning Call: Inflation Panic!

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We'll be talking about anything that pops up whether it's market, politics or macro related with a special guest every now and then.

It looks like we've reached peak hysteria in the inflation narrative.

We're convinced that growth will slow, inflation pressures will moderate and economies will mostly return to the boring Pre-Covid trends

Recent coverage includes references to the Fed's 'Nixon Moment' and comparisons with the collapse of the Bretton Woods system.

When you consider the removal of fiscal support measures such as unemployment and stimmiz 👇

Plus evidence of slowing demand in higher frequency data, it doesn't look like runaway inflation is on the cards...