Alex HaseldineNov 4, 20222 min readStrategy & Economics PostsBullard on Wars and InflationFOMC member James Bullard makes the connection between the current inflation and the effect of major wars.
Jonathan WilmotNov 3, 20221 min readStrategy & Economics Posts10 Charts on War, Inflation and Asset PricesWars are inflationary, period. That is one of the clearest lessons of history, as we document below.
Jonathan WilmotSep 29, 20223 min readStrategy & Economics PostsWar or Peace IRussia is about to formally annex the parts of Ukraine that it has occupied, making (in Putin’s narrative) an attack on its forces there an