Price and prejudice

Report Date: 8th May, 2018

The reflation trade has taken on renewed urgency this year as the late-cycle fiscal stimulus delivered by the White House brought those already fretting over resurgent price risks to a fresh pique. The short-term cyclical drivers are certainly all pointing to a quickening of inflation. But are the risks of more sustained inflation real? Structural factors suggest not.

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Author: Independent Strategy
Tags: Monetary Policy, Inflation

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