Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics
Macro Hive Conversations With Bilal Hafeez
Analyzing Inflation Measures and Economic Indicators
Exploring the comparison between PCE and CPI as inflation measures, along with insights on investment in inflation products and the belief in a higher inflation regime. The chapter delves into recession signals, challenges in interpreting yield curve signals, and the impact of hiking cycles on the economy. It also discusses critiques of neoclassical economic models, factors affecting bond yields, and the behavior of inflation expectations in the current investment environment.
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