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I Can Hear The Bells with Dennis DeBusschere of 22V Research

RiskReversal Pod

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The Inflation Battle Is Difficult

Inflation, yes, it's come down. I think we both thought that 9.1% print the summer of last year was an anomaly. We'd never probably see that again in our lifetimes. And now it's about to get much more difficult on a comp basis because remember to your point, when inflation peaked, it started to drop last year in the back half of the year. So again, we all think inflation has peaked, but is it going to re-accelerate? But we think about what, and we'll get into the dollar in a minute,. All these commodities are moving higher again and some of them will have a direct impact as an input into inflation

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