7th April 2020
The prospect of inflationary expectations as lockdowns continue
In recent days I’m coming to the view that governments are driven by a political imperative to value all lives equally, and will NOT change tack till their societies almost collapse – which can take 4-5 months at the least. In the meanwhile things can get worse on the debt front.
This is a post to keep track of this issue, particularly the views of others – for ultimately, the market can turn rapidly (as we saw with the crash in stock prices a month ago).
UK public’s inflation expectations surge in March
Poland’s inflation expectations up in March
Inflation expectations are a key measure in uncertain times
Preparing For Inflation: What Can We Do If The Misery Index Turns Up?
How to defuse the virus debt bomb
Could everyone be underestimating the future gold price?
US inflation expectations rise from decade lows on Fed’s unlimited QE
‘Staggering’ collapse in inflation expectations may force Fed’s hand
Investors doubt huge stimulus measures will ignite inflation
inflation expectations crash and what it portends
ADDENDUM 26 JUNE 2022
Here was a tweet from 6 April 2020 from my main Twitter account (luckily archived!) where I foresaw inflation from lockdowns.
Inflation has taken longer than I anticipated, but it is here, and almost entirely from lockdown effects.
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