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Everything longer than a caption. Sorted newest first, filterable by the things I can't stop thinking about.

For years, "blame housing" was the correct inflation take. In 2026, it's backwards.

Inflation

Macroeconomics6 August 20265 min read

Consumers and businesses now expect inflation to stay elevated — here's what that means, and why a "no landing" can't be the final destination

Central BanksFiscal PolicyInflation

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