Otavio (Tavi) Costa(@TaviCosta):Inflation expectations are on the verge of a major breakout. Markets underestimate how strongly today’s macro imbalances will push policymakers toward more inflation. This will define the next decade and write a new chapter in monetary history. https://t.co/vlDWniJHLv

Otavio (Tavi) Costa

@TaviCosta

Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com

加入 June 2014

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Otavio (Tavi) Costa@TaviCosta

2026.09.12 23:40

Inflation expectations are on the verge of a major breakout. Markets underestimate how strongly today’s macro imbalances will push policymakers toward more inflation. This will define the next decade and write a new chapter in monetary history.

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