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The Market May Be Underestimating the Next Wave of Inflation

9 min2 juli 2026

Co-founder of Economic Cycle Research Institute's Lakshman Achuthan argues that inflation pressures were already building before recent geopolitical events and warns that lower oil prices won't eliminate the threat. He explains why markets may be underestimating persistent inflation and the potential for fewer rate cuts, or even rate hikes, as the year progresses.


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