Links 14 July 2021

Global Macro / Markets / Investing:

Only the Rich Could Love This Economic Recovery – NY Times
Higher inflation is here to stay for years, economists forecast – WSJ
Janet Yellen Warns That Coronavirus Variants Threaten Global Recovery – NY Times
Semiconductor Shortages and Vehicle Production and Prices – Cleveland Fed
A Housing Frenzy Is Sparking Bidding Wars From New York to Shenzhen – Bloomberg
The soaring market that threatens to derail the economic recovery – Politico

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.