Do you think our lack of growth comes from a deficiency of inflation like the Federal Reserve suggests? Do you think we are experiencing deflation/stagflation that is being papered over by monetary easing/competitive devaluation or do you believe the FED is 'exporting' inflation to EM currencies through carry trades given the inflation rates of the EM markets?
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Do you think our lack of growth comes from a deficiency of inflation like the Federal Reserve suggests? Do you think we are experiencing deflation/stagflation that is being papered over by monetary easing/competitive devaluation or do you believe the FED is 'exporting' inflation to EM currencies through carry trades given the inflation rates of the EM markets?
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