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Saying the Quiet Part Out Loud

Saying the Quiet Part Out Loud
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Dr Loretta O'Sullivan joins EY Ireland as Chief Economist and Partner Appointments, news for Ireland, Appointments,

Dr Loretta O'Sullivan joins EY Ireland as Chief Economist and Partner Appointments, news for Ireland, Appointments,
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The Dirty Little Secret of Central Bank Digital Currency

Expecting Inflation

May 23, 2021 | Expecting Inflation John Mauldin John Mauldin is a renowned financial expert, a New York Times best-selling author, and a pioneering online commentator. Each week, over 1 million readers turn to Mauldin for his penetrating view on Wall Street, global markets, and economic history. The annual whirlwind is over. SIC was once again a mental overload. This year our virtual schedule spread it over almost two weeks, which was actually nice. The in-between days let the ideas settle a bit before the firehose opened again. Fifty powerful, thoughtful speakers are a lot to absorb. As promised, I’ll continue sharing some SIC highlights with you in my next few letters. This week and next we will look at the inflation/deflation debate. This popped up repeatedly (sometimes by design, sometimes randomly) and often provoked vigorous disagreement.

Expecting Inflation – Investment Watch

The annual whirlwind is over. SIC was once again a mental overload. This year our virtual schedule spread it over almost two weeks, which was actually nice. The in-between days let the ideas settle a bit before the firehose opened again. Fifty powerful, thoughtful speakers are a lot to absorb. As promised, I’ll continue sharing some SIC highlights with you in my next few letters. This week and next we will look at the inflation/deflation debate. This popped up repeatedly (sometimes by design, sometimes randomly) and often provoked vigorous disagreement. Today we’ll consider the arguments for higher inflation in the near future. As you will see, they are serious and convincing. But there are equally serious and convincing points on the deflationary side as well. We’ll get to those next week.

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