bullish
Inflation Concerns Overdone
278 Views09 Jun 2025 23:30
Mainstream economists are mistaken in predicting a tariff-induced inflation surge as current trends in money growth and monetary policy do not support this narrative.
What is covered in the Full Insight:
- Inflation Drivers and Upside Risks
- Economy-Wide Pricing Pressures
- Impact of Tariff Increases
- Monetary Policy and Liquidity Conditions
- Regional Monetary Policy Differences
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Trending Collections
More »Trending Insights
More »- Solactive Global Uranium & Nuclear Components Index Rebalance: Two Adds & US$1.4bn Trade
- Nikkei 225 Index Rebalance Preview (Sep 2025): Potential Adds, Deletes, PAF, Capping & Other Changes
- [Japan LolWut?] Ikuyo (7273) Says "Iku Yo!" - Bitcoin, M&A, Weirdness, More
- GF Securities (1776 HK): Global Index Inclusion as Sector Rallies
- [Japan M&A] - KKR Launches Still-Too-Light Topcon (7732) Deal
Top Unpaywalled Insights
More »- Indian Banking’s Longest-Serving, Highest-Paid HR-Head Quits IndusInd Bank
- [IO Technicals 2025/30] Iron Ore Rally Cools on Supply Surge, but Policy Hopes Keep Prices Afloat
- New Barbarians Podcast | Episode #029 | Recap & Reset: Macro Shifts, Ethereum's Spike, MicroStrat...
- Crypto Week Unleashes a Bitcoin Blitz and Sparks the Altcoin Catch-Up
- The Bunny Returns: Playboy’s Market Comeback
Discussions
(Paid Plans Only)
x