Ultimately, the $USD, the bond market, and the equity market, are all pricing in inflation. For inflation to happen, you think there will be decreasing supply and increasing demand. Guess what? That's impossible. First of all, pent up demand is a falacy. Demand is a zero...
...sum gain, unless we are going to have reversal of demographic crisis across the major economics. The roaring 20s? Look at immigration and birth rates back then and compare to today... funny stuff. In a globalized economy, supply will be met, and with global rates at 0...
...businesses can create supply without even making a profit. They can just refinance debt perpetually, and leverage continuously. This is what people continually don't understand... ZERO RATES, EASY MONEY IS DEFLATIONARY!!!!!!
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