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Insights: Inflation
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Adem Tumerkan • Apr 28, 2026
Why Traditional Retirement Planning Falls Short on Longevity, Inflation, and Sequence Risk
Learn how longevity, inflation, and sequence risk are challenging traditional retirement planning - and why advisors may need a new portfolio model
RetirementInflationFinancial AdvisorPlanning Strategies
Adem Tumerkan • Oct 16, 2026
Fiscal Dominance: Why Rising Government Deficits Are Undermining the Fed
Fiscal dominance occurs when government deficits overpower monetary policy. Learn how rising debt is weakening the Fed’s ability to control inflation.
MacroInflationDebt & Credit
Adem Tumerkan • Oct 30, 2026
What Causes Inflation? Demand-Pull, Cost-Push & Monetary Explained
What causes inflation? Learn how demand-pull, cost-push and monetary forces drive rising prices—and what they mean for your purchasing power.
InflationMarketsCycles
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Adem Tumerkan • Feb 4, 2026
The Treasury’s Liquidity Flood, CEO Euphoria, and a $142T Inflation Surge
Treasury liquidity is set to surge as $950B flows back into markets, CEO confidence hits highs not seen since 2007, & $142T keeps inflation structurally high
MacroInflationDeep Dive
Adem Tumerkan • Oct 8, 2026
Currency Wars and Debasement: The Trade War’s Second Act
Could trade tensions lead to currency wars? Learn how a weaker dollar affects imports, exports, inflation, commodities, and demand for U.S. assets.
Morning PourInflationTrade War
Adem Tumerkan • Feb 12, 2026
U.S. Manufacturing Booms, China’s Debt Hits 300% of GDP, & Inflation Is Cooling
U.S. manufacturing shows signs of a rebound, China’s debt climbs past 300% of GDP, and real-time data suggest inflation may be cooling faster than headlines imply.
MacroChinaInflationDeep Dive
Adem Tumerkan • Oct 15, 2026
Could Deflation Be the Next Big Risk? What Investors Should Watch
High debt, weaker demographics, falling asset prices, and AI-driven productivity may raise deflation risk. Here’s what investors need to know.
MacroMorning PourInflation
Adem Tumerkan • Oct 30, 2026
Will Surging Oil Prices Cause a Recession in 2026? The Good, The Bad, and The Ugly
Can higher oil prices trigger a recession? Explore the effects on consumers, inflation, Fed policy and the U.S. economy’s ability to absorb an oil shock.
MacroCommoditiesInflation
Adem Tumerkan • Apr 3, 2026
South Korean Export Boom, ISM's Hidden Cost Shock, and Tightening Financial Conditions
South Korea's exports hit a 40-year high. ISM prices are running hot. Financial conditions are tightening fast. Here's what it means.
MacroInflationDeep Dive
Adem Tumerkan • Apr 10, 2026
America's $1.2 Trillion Interest Bill, Japan's Backfiring Inflation, and Widening Trade Imbalances
US interest payments crossed $1.2 trillion — widening wealth inequality. Japan's inflation bet is backfiring. Global trade imbalances are accelerating
MacroInflationDeep Dive
Adem Tumerkan • Oct 9, 2026
Sectoral Balances Explained: The Three Bucket Rule Behind U.S. Deficits
Sectoral balances show how the government, private sector, and foreign sector must always add up to zero. Here's how the Three Bucket Rule explains deficits, private savings, inflation, and debt risk.
MacroMorning PourInflation
Adem Tumerkan • May 16, 2026
AI Capex Shatters Records, Inflation Reignites, and China’s Rare Earth Chokehold Proves Hard to Break
AI capex shatters all records, oil revives inflation just like the 1970s, and China's rare earth chokehold looks harder to break than global markets expect
CommoditiesChinaInflationAI
Adem Tumerkan • Oct 27, 2026
Baumol’s Cost Disease and the Affordability Crisis: When More Spending Meets Limited Supply
Healthcare costs up 281%. Tuition up 197%. Learn why Baumol's Cost Disease and government subsidies are driving America's affordability crisis — and what AI may finally do about it.
MacroMorning PourInflation