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’Energy is currency
The “inflation or deflation” debate rages on.
We quite liked Gregor Macdonald’s view a few weeks ago that we could be headed into an environment where both inflation and deflation take hold — an economic climate we termed “compartflation”.
Coming round to compartflation
Dennis Gartman, of the Gartman Letter, is one of the latest market watchers to advance the idea of both an inflationary and deflationary environment in the future.
This follows nicely in the footsteps of Gregor Macdonald’s recent “compartflation”
It’s an oil shock, but not as we know it
Having introduced the concept of compartflation here, we bring you the following ‘no-win’ situation for oil prices and the economy, as observed by Monument Securities’ Stephen Lewis on Friday:
…the
Compartflation
Why take two price scenarios into the shower, when you can just take one?
Introducing “compartflation” an economic environment in which both inflationary and deflationary forces compete to generate recession or stagnation.