Marc Chandler joins me this week to outline his thoughts for next year. With the ECB and possibly BoJ slowing their easy money policies Marc thinks we could see an uptick in inflation. This makes us reassess the thought that when central banks print money it results in inflation. What could happen is that inflation peaks when central banks slow money printing after years of easy money and finally this money rotates out of the easy plays for the past 8 years.
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