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Inflation Insights ♻️

Смысл в том, вероятно, что мы находимся в режиме Инфляционного роста или Рефляции - ускоряющегося экономического роста с ростом инфляции, на базе широких монетарных и фискальных стимулов. Последний раз такой режим наблюдался в послевоенный период 1950-1960.

Какие классы активов аутперфомили в 50-60е?

"Why are economists and policymakers so obsessed with inflation?
The simple answer is: because it transfers wealth and power – from old to young, from rich to poor, from consumers to producers, from creditors to debtors, from the private sector to the public sector, from developed countries to developing countries, and so on."

@OpenFinance



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Inflation Insights ♻️

Смысл в том, вероятно, что мы находимся в режиме Инфляционного роста или Рефляции - ускоряющегося экономического роста с ростом инфляции, на базе широких монетарных и фискальных стимулов. Последний раз такой режим наблюдался в послевоенный период 1950-1960.

Какие классы активов аутперфомили в 50-60е?

"Why are economists and policymakers so obsessed with inflation?
The simple answer is: because it transfers wealth and power – from old to young, from rich to poor, from consumers to producers, from creditors to debtors, from the private sector to the public sector, from developed countries to developing countries, and so on."

@OpenFinance

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