Post by Claudia Sahm: This an excellent related thread by @IvanWerning ... though I am asking questions and trying to compa...

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Claudia Sahm @Claudia_Sahm · May 7, 2023

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This an excellent related thread by @IvanWerning ... though I am asking questions and trying to compare the model to earnings calls and data. PS He comes down on 'it's complicated' too.

Tweet May 7, 2023

Short thread on markups and inflation---dismissive version... greedflation 🎩 Markup rising is not my go to explanation for inflation these days, but I don't think it is logically wrong. Critics make good points, but some gaps and confusion I think

by Ivan Werning

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