From policy makers to portfolio managers, the search for inflation is no longer coming up empty. Annual CPI stands around 2.5%, up from stated comfort levels. Oil prices are above 80 usd and investors are starting to sweat. If the Fed reigns in inflation, there is sure to be collateral damage.
– Why is the Fed letting the economy run hot?
– When do Oil Prices become an issue?
– Where else are price pressures building?
Take a look as we update several scenarios on Inflation + Oil Prices and discuss the meaning of buzzwords like “symmetric inflation.”