The Soft Landing Narrative Is a Trap (!)
Real Vision: Finance & Investing
00:00
Can We Trust the Curvature of the Yield Curve as a Predictor of Economic Growth?
The base effects that we measure energy against in February and March, not least due to the invasion spike that we saw in energy prices just after Putin rolled into Ukraine. So it will be very difficult for energy to sort of beat last year's effects over the next couple of months. But into the second half of the year, it is clearly a dark horse for the inflation outlook. And we obviously got news today out of Russia, News that they plan on retaliating against these Western sanctions on oil by limiting the supply as of March by,. I think it was half a million barrels a day.
Play episode from 14:39
Transcript
