Yesterday’s Global Daily underlined <a href="https://www.zerohedge.com/markets/how-you-can-get-frothy-markets-time-when-rates-are-5">we shouldn’t look to central banks or markets </a>for clear answers on where long-run inflation and neutral rates will sit. Meanwhile, politics and geopolitics echo Kurt Vonnegut’s “<a href="https://www.quora.com/What-is-the-meaning-of-the-refrain-so-it-goes-in-Slaughterhouse-Five">So it goes</a>” - just not towards low CPI and neutral rates (R*).

Politics and geopolitics echo Kurt Vonnegut’s “So it goes” - just not towards low CPI and neutral rates (R*).
{ai:summary}#economyCentral banks and markets lack clarity on long-term inflation and neutral rates. Mexican president proposes US immigration changes. Trump faces financial legal troubles, future presidency speculation. Russia links terror to Ukraine, possible military escalation. Global economics and geopolitics interlinked.

China hacking allegations in US, UK, NZ. Food price inflation to rise due to climate change. Legoland UK introduces surge pricing. China's tech dominance, inflation challenges ahead. Decoupling of US chips in China. Polarization in investment world, antitrust probes on Big Tech. Boeing CEO resignation amid reputation decline.

"So It Goes"... Just Not Towards Low CPI Or Neutral Rates

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