No Appetite at the Buffet

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Given the magnitude of the Federal Reserve’s monetary easing in 2020, its commitment to holding interest rates low, and the multiple rounds of fiscal stimulus already implemented (with more coming in the pipeline), many are concerned about a rise in inflation in the near future. Conventional commentary focuses primarily on the supply side of the equation and the magnitude of the increase in money supply. The demand side of the equation is often overlooked, and this month we examine it.

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