Top Links 1236 The usual inflation suspects. Twin deficits of 6 percent? A massive ungovernable influx of energy & a sense of vertigo.
Why now
Thesis: Inflation narrative shifts from transitory to structural
Catalyst to watch: Next CPI print and deficit funding headlines
Main risk: Commentary is opinion, not data-backed
Why it matters
Frames persistent inflation as driven by twin deficits and energy supply disorder, implying sticky macro pressure rather than a transient spike.
Related assets & topics
InflationEnergyTreasury BondsSources
- googlenews · news.google.com · 2026-09-26 10:41 UTC