Strong growth alongside elevated inflation raises risks of both a high-for-long soft landing and a boil-the-frog higher-for-longer hard landing. Stronger-than-expected US CPI for a third straight month pushes out pricing of Fed cuts. Spillover to risk markets and to the rest of global monetary policy poses a risk to the expansion.
Speakers:
Joseph Lupton
Michael Hanson
This podcast was recorded on 12 April 2024.
This communication is provided for information...
Strong growth alongside elevated inflation raises risks of both a high-for-long soft landing and a boil-the-frog higher-for-longer hard landing. Stronger-than-expected US CPI for a third straight month pushes out pricing of Fed cuts. Spillover to risk markets and to the rest of global monetary policy poses a risk to the expansion.
Speakers:
Joseph Lupton
Michael Hanson
This podcast was recorded on 12 April 2024.
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