Cure Inflation "By Forcing Long Term Rates Higher"- Zoltan Pozsar

There are two ways to slow inflation. One doesn't work anymore

Housekeeping: Please enjoy the holiday weekend.  There will be no weekly report this weekend.  Instead, here is an in depth analysis (translation?) of a piece  by an  economist we respect,  and you will likely be hearing alot more from him on MSM soon. Even if  he is hard to read. 

Happy Easter and Pesach Sameach to those who celebrate