I've been listening to the Making Sense podcast by Jeff Snider and Emil Kalinowski which I must say is very well done. Jeff Snider posts regular articles on his website and here's the most recent one I read: https://alhambrapartners.com/2021/05/10/where-theres-mania/
Hopefully people go read it as I don't want to put words in Jeff Snider's mouth with my simplistic understanding of things. So here's what he says in a tweet:
"Inflation mania (hysteria) isn't in the bond market. On the contrary, it's the media which is making another mountain of an extremely small molehill. It's like 2018 never happened."
Submitted May 12, 2021 at 04:10AM by GettingThatCheddar https://ift.tt/33z3rF4
