Here's something worth chewing on: Adam Posen dropped a pretty bold call recently. He's betting that inflation's gonna run way hotter than what most folks are pricing in right now.

We're talking significantly above current forecasts by Q3 2026. Not just a little off—significantly.

What's driving this? Tariffs are part of the equation, but he's pointing to "other factors" too. That vague "plus other factors" bit? That's the part that keeps you up at night if you're managing risk.

Think about what higher-than-expected inflation does to risk assets. Central banks tightening when everyone thought we'd be cutting? That's a whole different ball game for crypto, equities, everything.

The consensus is already shaky. If Posen's right and CPI prints start shocking to the upside next year, we could see some serious repricing across the board. Not just in traditional markets—digital assets would feel it too.

Timing matters here. Third quarter 2026 isn't that far off. Positioning now for a world where inflation stays stubborn could be the difference between getting caught flat-footed or front-running the move.

Just something to keep on your radar as we navigate these macro crosscurrents.