Tuesday, June 10, 2014
Michael Shaoul on Bloomberg Businessweek
Bloomberg Businessweek - Michael Shaoul says inflation's coming to the US. And the big loser will be US retail.
If only there was some sort of... I dunno, a metal or something which you could buy to protect against increased US inflation.
There's also an interesting thing from the Bloomberg hosts about supply and demand in bonds. Which I guess would mean bond yields will stay low, despite what Shaoul says, whereupon you'd have inflation outstripping bond yields.