Biz hala deflasyon korkusuyla yaşayaduralım, bazı ülkelerde sonraki perdenin hazırlıkları başlamış bile. Bu global manzarayla sonraki aşamada enflasyonun (dolayısıyla faizlerin) yükseleceğini herkes söylüyor ama daha o zamana çok var, heşe bi deflayon bitsin önce diye düşünülüyor. Ancak İsrail MB fazla beklemeden dün faizlerini yükseltmiş bile.
Tam bu noktada şunu sormanın vakti değil mi? Tüketicinin (ve atmosfere sığmayan borçların) durumu ortada iken, enflasyon ve faizler yükselince tüketim nasıl değişecek? Kitaplarda okuduğumuz klasik ilişkiler çalışacak mı? Yoksa tüketicinin tükenmişliği nedeniyle, bu defa hem enflasyon, hem de durgunluğu birlikte mi yaşayacağız?
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