We discuss the latest IMF World Economic Outlook and the latest economic trends in US employment and market rates, and ask whether the inflation Monster is really stirring - or is this just a blip?


The answer will determine the future trajectory of both interest rates and markets, and the answer may well not be palatable to Central Bankers, yet alone over-leveraged households and businesses.


https://www.imf.org/en/Publications/WEO


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