RIP December 16th 2024: The Death of Disinflation
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That 70's show
Apollo out with a massive call over the weekend. For the first time since the "Fed pivot" began, the PE titan has officially declared inflation back on the rise. They warn of a potential repeat of the 1970s as the Fed cuts rates into rising inflation. And other "strategists" kind of agree. Let's dive into the death of disinflation.