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Dario Perkins: The New Macro Supercycle

Supply Shock

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Do You See Moderating Inflation?

I think we're a little bit vulnerable to what happens with putin. You know, if putin turns off european gas supplies in the autumn, we're going to get another stagationary shot to the global economy. But you know, i think there are good reasons to think inflation will slow over the nets three to six months. We have food prices globally coming off. We have commodity prices coming off. There's a lot of disinflation coming from global manufacturing because of this this ball whip effectin in inventory and supply chains. I think that big part of the inflation we've had is transitory,. Nd was always transitory, even if nobody wants to admit

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