Inflation And The Bursting Of The Doomsday Bubble Followed By Brutal Stagflation

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This is one of the shortest Murrinations that you will read! Further to our posts BOOM - The Doomsday Bubble Is Now Bursting and The Risk-Off Tsunami Is Upon Us, the evidence continues to build that the asset bubble is busting in equity markets and credit markets with dire consequences. The rise in inflation is consistent with the third phase of a 54-year commodity cycle rally that started in March 2020 and which is now building momentum. A move that is further being compounded by supply chain constructions in the UK due to a lack of haulage capacity, and globally as China slows d...

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