Recommended reading
A just published book: The Unanchored Central Banker (Demography, Fiscal Instability, and an Erosion of the Central Bank’s Inflation Fighting Ability) by economists Manoj Pradhan and Charles Goodhart
Very insightful for those with direct/indirect exposures to interest rates and government deficits (ie any investor but especially natural resource investors).
Ross
their book on the demographic reversal was excellent. I’ve read it multiple times. Going to pick this new one up.