A swashbuckling capex trend ahead?
Should fear inflationary anxieties or see the dawn a new era of economic and industrial development? What if all the inflationary anxieties of recent months were nothing more than false alarms? [...]
The small rate that goes up…
Long-term interest rates are trending, is that really bad news? Is Milton Friedman back, and with him inflation, a phenomenon everywhere and always monetary? The recent rise in long-term interest [...]
The bullwhip effect
The rise in final demand has sent shock waves through production lines. Should we fear a lasting return of inflation? Pandemic-related confinement and forced savings – brought about in part [...]
