Wolfgang Hammes shares his view on the current inflation situation; he provides a historical perspective on inflation rates in the States, and a warning on overconfidence and complacency.  July CPI inflation rate minimally improved to 8.5 %. This marginal improvement was enough to initiate great euphoria among investors, politicians, and business leaders. Are we seeing a reversal? Let me start with my BIGGEST CONCERN. The US Dollar is a very strong currency. There is something wrong if a country with…

In this article, Tobias Baer raises a red flag on inflation drivers and where and why they could escalate. My colleagues already have observed 20 years ago that I am a worry wart. So some of you won’t be surprised that I have been worrying about inflation for more than a year now. But the surprise goes both ways – I am increasingly puzzled that nobody, not even The Economist and The Wall Street Journal, seems to discuss two major…