The link between money supply and inflation breaks - Blu Putnam joins Alpha Trader

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This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Blu Putnam, chief economist at CME Group.

Among the topics covered:

  • Making sense of the continued decline in long-term yields even as inflation surges

  • Why we’ve probably already seen the peak in economic growth for this recovery cycle

  • A defense of the Fed’s “transitory” inflation argument

  • Alternative data sources like international travel numbers, sports attendance, and restaurant seating might give the first clue about how the Delta variant affects the growth outlook

  • Why modern banking means the link between the money supply and inflation has been irrevocably broken, and ...

  • Why 70s-style wage-push inflation isn’t an issue in today’s digital economy

Links of interest:

What does the bond market know as 10-year yield tumbles

10-year Treasury yield drops below 1.2% for first time since February

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