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155. Deciphering the economy’s mixed signals

Inside the Strategy Room

CHAPTER

The Impact of the War in Ukraine on Inflation

The impact has the ongoing war in Ukraine had on inflation and consumer confidence is compared to prior events, including the pandemic. So as you said, inflation's rate of increase has dropped off, but the price in wage spikes over the past two years are still with us. How long do you think it's going to take those levels to come back to normal, or are they here to stay? The companies that get that part right are going to be able to maintain the margins in this higher cost level environment.

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