“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation  

by Peter Cecchini and Brunello Rosa

17 February 2021

In this paper we discuss:

  • Whether inflation will finally arrive in the US and globally;
  • How the US economy is an economy on the verge of re-opening;
  • The Fed’s tolerance for “transitory” inflation;
  • How commodity prices are on the rise;
  • Why the underperformance of long-dated bonds still needs to be proven;
  • How equities remain vastly over-extended; and
  • Why fiscal stimulus shouldn't be pushed too much.

Contact us to obtain the password to open the PDF

Download PDF: R&R Inflation Perspiration - February 2021

Back to Research

Back to Homepage