December 10, 2016 Market Watch picked up and ran an opinion piece I had written on interest rates and the coming perfect storm for an inflation surge. I just remembered to post it! More to the point, it still applies ;).
Summary: The 1946 analog of much-higher inflation (as long as wage growth keeps up) converging with multi-decade lows in commodity prices (as long as prices offset strength in the dollar), not to mention an unprecedented, orchestrated yen devaluation (assuming currency trade wars aren’t incited), could be be the macro backdrop that propels U.S. yields, the dollar and U.S. stock markets much higher next year.
Here it is (although they didn’t use my title…):