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https://dannydayan.substack.com/p/the-case-for-higher-for-longer-interest/comment/50103058

TD on Macro Musings by Danny D

The Great Demographic Reversal by Goodhart and Pradhan should be required reading for policymakers and the believers of a quick return to 2% inflation. I see your demographics argument echoes Goodhart and Pradhan. I would also add re-shoring (de-globalization) and decarbonization as inflationary factors.



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TD on Macro Musings by Danny D

https://dannydayan.substack.com/p/the-case-for-higher-for-longer-interest/comment/50103058

The Great Demographic Reversal by Goodhart and Pradhan should be required reading for policymakers and the believers of a quick return to 2% inflation. I see your demographics argument echoes Goodhart and Pradhan. I would also add re-shoring (de-globalization) and decarbonization as inflationary factors.



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https://dannydayan.substack.com/p/the-case-for-higher-for-longer-interest/comment/50103058

TD on Macro Musings by Danny D

The Great Demographic Reversal by Goodhart and Pradhan should be required reading for policymakers and the believers of a quick return to 2% inflation. I see your demographics argument echoes Goodhart and Pradhan. I would also add re-shoring (de-globalization) and decarbonization as inflationary factors.

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