#Fed frets that they need to raise Federal Funds rate to stop "inflation." But most price increases are from causes over which the Fed has little control. So Fed can stop worrying and focus on what they can control. https://t.co/GELXwvF1G4
The real story in #Fed interest #rate increases is not #politics. It's that the Fed is fighting decades-long natural trends - causing pain for many people. https://t.co/eMWtC1TV7v
No, productivity is not widely weak. #investors and #Fed need to look at company dynamics & returns. #Oil & #gas industry had biggest jump. https://t.co/IdPCWOEJIO
#inflation is not widespread, it's concentrated by product & location. This means less control & more challenge for the #Fed. And, opportunity for investors. https://t.co/AeIvklp4a7
#Forecasting#inflation ? Avoid the price-#productivity trap. It's just not true. https://t.co/QR7Ij5HmWN Instead, look to #tech & trade transformation for answers.
Investors: how the #tech & #trade transformation birthed the autonomous financial sector, created #money and frustrated #federalreserve inflation-targeting https://t.co/GYwfUy9Njz