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Insights: Inflation
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Recent posts
Adem Tumerkan • Recent
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 • Recent
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 • Recent
Understanding Inflation: The 3 Types & Why Prices Keep Rising
Learn how demand-pull, cost-push, and monetary inflation work and how all three drove post-pandemic price surges that still affect investors today.
InflationMarketsCycles
All Posts
Adem Tumerkan • Recent
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 • Recent
The Trade War’s Second Act: Currency Wars and Debasement Ahead
As tariffs reach their limits, the trade war is shifting into currencies. This analysis explores dollar weakness, trade flows, inflation, and global asset prices
Morning PourInflationTrade War
Adem Tumerkan • Recent
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 • Recent
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 • Recent
Will Surging Oil Prices Cause a Recession in 2026? The Good, The Bad, and The Ugly
Oil is surging. The consumer is drowning. The Fed is paralyzed. Here's a full breakdown of whether a 2026 recession is coming and what could make it worse
MacroCommoditiesInflation
Adem Tumerkan • Recent
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 • Recent
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 • Recent
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 • Recent
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 • Recent
How Baumol’s Disease and Government Spending Fueled an Affordability Crisis
Here’s how Baumol’s Disease, government spending, and supply constraints fuel the affordability crisis in America today and why it keeps worsening.
MacroMorning PourInflation