In the April 2020 edition of this post, we asked the question: What kind of “flation” would we see post-lockdowns? We thought we’d see inflation spike sharply due to the massive stimulus delivered combined with the effect of the lockdowns and supply chains being destroyed (which it did), and then explored the possibility of “stagflation” kicking in thereafter (i.e. higher inflation with no or slow economic growth, job losses, etc). That looks like it’s still in play.

Now two years later, with rampant inflation the prominent topic on every business broadcast, we thought it would be a good idea to revisit the topic since much of future Central Bank policy revolves around that question.

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All the best,
Vito and Eric

 

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