What Ben Carlson thinks about inflation

@ben-carlson · 20 positions · On ppll ↗

Director of institutional asset management at Ritholtz Wealth Management and author of the blog A Wealth of Common Sense, which argues most of investing is behaviour rather than analysis.

Ben Carlson did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

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Only Ben Carlson on inflation. See everyone on inflation

2 dated positions, 2026, in their own words. Our reading of what Ben Carlson has said — not written or endorsed by them.

2 positions so far — this page is not yet offered to search engines.

1. 27 Sept 2026

   Our readingThe Federal Reserve will keep raising interest rates as long as inflation stays above target and economic growth remains strong.

   interest rates

   Their wordsThe Fed is probably going to keep hiking interest rates because inflation is higher than they'd like and economic growth remains strong.

   ↗Strange Timesawealthofcommonsense.com 1st of 3 in this piece

3. 27 Sept 2026

   Our readingInflation could stay elevated for a while even as the Fed keeps raising rates, because of war-driven costs and AI capital spending.

   interest rates

   Their wordsIt's possible inflation will remain high for some time even if the Fed keeps raising rates because of the war and AI capex binge.

   ↗Strange Timesawealthofcommonsense.com 3rd of 3 in this piece