The Soapbox

hoodeyo

Joined: 09/29/2013 Posts: 6424
Likes: 3387


You might find this interesting-


Audio of call w/ Mohamed El-Erian

general overview: 05:00-13:45
oil: 53:20-57:00
inflation: 57:00-60:00

With inflation, he says it will be there this time first in specific sectors due to supply destruction and loss of productivity with social distancing. Then later, it will come more broadly from the massive amounts of stimulus. Definitely agree with the first part, the second sounds more than reasonable to me but less obvious depending on how a recovery shakes out, but I don't know sh*t. Maybe that's what he's saying- big stimulus, demand comes back after social distancing, but a lower future level of production = high inflation.

(In response to this post by Shenhoo)

Link: https://www.gramercy.com/2020/03/conference-call-gramercy-investment-mohamed-el-erian/


Posted: 03/25/2020 at 9:30PM



+0

Insert a Link

Enter the title of the link here:


Enter the full web address of the link here -- include the "http://" part:


Current Thread:
  It's a test run of Modern Monetary Theory -- Beerman 03/25/2020 8:24PM
  Pretty simple. -- ryno hoo 03/25/2020 7:34PM
  Lol ** -- 111Balz 03/25/2020 7:59PM
  LOL! You might be right....this time. ** -- Shenhoo 03/25/2020 7:37PM
  Simply goes on the Fed balance sheet. -- MBHoo 03/25/2020 6:28PM
  It's only paper. -- Newt 03/25/2020 6:40PM
  Well....in God We Trust! ** -- Shenhoo 03/25/2020 6:41PM
  Some could argue....in stocks? ** -- Shenhoo 03/25/2020 7:30PM
  Hand sanitizer. Deflation in hotel rooms. ** -- hoodeyo 03/25/2020 7:24PM
  You might find this interesting- -- hoodeyo 03/25/2020 9:30PM

Notice: Trying to get property 'queue' of non-object in /data/www/sportswar.com/wp-includes/script-loader.php on line 2781

Warning: Invalid argument supplied for foreach() in /data/www/sportswar.com/wp-includes/script-loader.php on line 2781
vm307