“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation  

by Peter Cecchini and Brunello Rosa

17 February 2021

In this paper we discuss:

• Whether inflation will finally arrive in the US and globally;
• How the US economy is an economy on the verge of re-opening;
• The Fed’s tolerance for “transitory” inflation;
• How commodity prices are on the rise;
• Why the underperformance of long-dated bonds still needs to be proven;
• How equities remain vastly over-extended; and
• Why fiscal stimulus shouldn’t be pushed too much.

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Download PDF: R&R Inflation Perspiration – February 2021