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TLH - How The Dollar And Trade Have Helped Tame Inflation - Stagflation Next
iShares 10-20 Year Treasury Bond
To help be a better investment forecaster, I think it's critical to understand the past. To know what's been, so as to know what'll be again.
The strong dollar and slowing credit growth have certainly contributed to the slowdown in inflation of late. The future of inflation is probably going to be higher, but it's quite uncertain. Having as much knowledge about the factors that affect inflation can only help make the uncertainty less uncertain.
I spend a fair amount of my time thinking about the entire period of post 1971, when President Nixon closed