Inflation: So you thought used automobiles would save you from inflation? The  US (and global) July inflation hype. Why a 5.4% US CPI rate tells you more not less is in store.
Consensus Committee V Quantum Economics Disruptive Forecasting- The Teddy Bear Syndrome.
Why inflation will rise: 
- SawTooth recovery and rotation of growth from manufacturing to services;
- Delta-China-Lockdowns and the accelerated reversal of globalisation;
- The Covid legacy of:  Big government - the marriage made in hell of central banks and finance ministries - inequality and populist policies to mitigate its political cost.

The inevitable adjustment of financial markets