War & Peace
Comment of the Day

January 10 2023

Commentary by Eoin Treacy

War & Peace

Thanks to a subscriber for this report by Zoltan Pozsar for Credit Suisse. Here is a section:

Eoin Treacy's view

There are big themes at play as great power politics makes a come back. The one thing which is certain is none of what is in front of us is cheap. Re-arming, Reshoring, re-stocking and re-wiring all imply higher costs, holding more inventory and less efficient supply chains. That’s a recipe for inflation to remain persistent.

Click HERE to subscribe to Fuller Treacy Money Back to top