(1) Guess What’s Coming to Dinner? Inflation!
(2 min read) John Butler argues that this year’s unusually synchronized spike in grain prices, alongside higher energy prices, will push up headline inflation in 2021. Breakevens look set to move higher.
(John Butler│ 26th November, 2020)
How a Collective Infrastructure Push Will Boost Global Growth (IMF, 2 min read)
A Tale of Two Economies (Project Syndicate, 4 min read)
Big Tech Companies in Chinese Finance (PIIE, 60 min watch)
Jeremy Siegel: 2021 will be a Bull Market for Stocks (Advisor Perspectives, 10 min read)
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