Article content My newest theme this year is contrarian versus consensus, and I am sure that’s to no bewilderment from the crowd since trying to find holes in the consensus forecast is how I make my living. I’m especially positioned against the consensus view when it comes to inflation. I find myself in United States Federal Reserve chair Jay Powell’s camp that because the pandemic caused a temporary deflationary condition, due to the initial shock hitting demand greater than supply, the combination of the fiscal juice and reopenings are creating the exact opposite condition, where dema...