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The Week Ahead: More Inflation on the Way

Monday, January 24, 2011, 1:36 PM
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I am putting the final touches on a new report today which reveals just how badly inflation is undercounted in the US. The bottom line is that with the rest of the world already reeling from and reacting to accelerating inflation, the game is much closer to an inflationary dénouement for the US than one might suspect by following the Fuzzy Number generator otherwise known as the Bureau of Labor Statistics (BLS).

The week ahead in the markets is simple enough to divine: more asset inflation, dead ahead.

That's the plan, and here's the thin-air money printing for the week that will provide the fuel for that plan:

 

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