Links 13 July 2021

Global Macro / Markets / Investing:

Higher inflation is here to stay for years, economists forecast – WSJ
The bond market agrees with the Federal Reserve — inflation is temporary – CNBC
Solar Is Dirt-Cheap and About to Get Even More Powerful – Bloomberg
Virus variants threaten global recovery, G20 warns – Reuters
Capitalist rulers aim to solve gov’t deficit on workers’ backs – The Militant
The Wrong Way to Pay for Infrastructure – Barrons
Why the new global tax regime is unlikely to be clear, simple or good – SCMP

Americas:

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About the author

Leith van Onselen is Chief Economist at the MB Fund and MB Super. He is also a co-founder of MacroBusiness. Leith has previously worked at the Australian Treasury, Victorian Treasury and Goldman Sachs.