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What a Long Strange Trip it's Been with Alfonso Peccatiello of The Macro Compass

RiskReversal Pod

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Stagflation, Deflation and Disinflation - What's Happening?

Stagflation, deflation and disinflation all have different meanings. What are we facing here in the United States? Because it's clearly one of the three. In a recession, historically speaking, that means that by mid of 2024, inflation is going to be between 0% and 1%. And there has been such a bad recession that people are getting unemployed,. Growth has gone down. That's basically a deflationary environment where you get a negative growth impulse.

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