Easter Special : Macro and Investment ideas
Coming out of the Easter weekend I’ve combined the Monday Macro and Wednesday’s investment ideas into one short missive. We look at inflation, commodities, Arix, India and BH Macro
Inflation 1: what’s up with Japan
Obviously, all that investors in the West can talk about at the moment is rampant inflation. But as economist Jason Furman observes, it’s a very different story in Japan. Over the last 12 months the rise in prices in major economies is:
US: 5.3%
Euro area (Aug): 3.0
UK: 2.0
Japan: -0.3
Canada 3.5
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