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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
Inflation Was Obvious. But is Deflation the Next Risk Ahead?
Is debt-deflation the next economic threat? Explore key drivers like high debt, AI productivity, demographics, and asset price declines that pose big risks
MacroMorning PourInflation