Issue 36 – Mounting Evidence for the Peak Inflation Narrative

I’m presently on a holiday until December 15, bathing under the Caribbean sun in one of Bernard Arnault’s hotels. For the next few weeks my commentaries will be short and sweet.

As you know, I’ve been of the view for several months that peak inflation is behind us and the trend has turned. In this regard, I shall report only on key economic prints to see whether my aforementioned conjecture is holding up. At this time, it seems so.


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By Hubert Marleau

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By Hubert Marleau