- A new weekly piece focused on the most important macro themes impacting the markets and economy.
- The name of these pieces is an homage to Jeff Miller who wrote Weighing The Week Ahead on his site Dash of Insight and on Seeking Alpha.
- This week, we discuss whether inflation is truly transitory and what the next year or two could bring.
- We touch on oil's rise, impact on inflation and investors, as well as, moving supply chains.
- We conclude with a look at government policy and what to do with our investments.
For further details see:
Macro Dashes: Is Inflation Transitory?