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Jun 29, 2022Liked by Florian Kronawitter

Great write-up. I just got turned onto your site from reading about in some other source and I am really enjoying it. You write really well and have cogent arguments to back up your points. Thanks for posting!

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Jun 29, 2022Liked by Florian Kronawitter

Great post!

The consensus market view seems to be that goods inflation has peaked and energy inflation depends on Russia-Ukraine (supply) and China's reopening (potential demand), which leaves services.

Are there any leading indicators you look at for services inflation?

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Any evidence for your claim that "... COVID-19 vaccines... saved millions of lives of especially older people..."?

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