Oksana Koneva

Inflation expectations near major breakout as macro imbalances persist, Otavio (Tavi) Costa warns

Inflation expectations near major breakout as macro imbalances persist, Otavio (Tavi) Costa warns
Inflation expectations near major breakout

Otavio (Tavi) Costa, portfolio manager at Crescat Capital, warns that inflation expectations are on the verge of a major breakout.

He argues that markets are underestimating how current macroeconomic imbalances could drive policymakers toward more inflation, suggesting that these forces will shape the coming decade and mark a new chapter in monetary history.

Costa has previously described a major monetary gap closing and highlighted gold’s role as true money over credit. In a separate analysis, he observed that agricultural commodities recently broke through a nearly 20-year resistance as fuel and mortgage costs climbed. These observations add to his ongoing commentary on shifts in global markets.

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