Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms
Macro Hive Conversations With Bilal Hafeez
00:00
Analyzing Inflation, Interest Rates, Debt, and Trade Dynamics
The chapter examines the current inflation debate, discussing whether it signifies a structural shift or a temporary situation driven by demand-supply imbalances post-COVID. The speakers explore the implications of higher interest rates on debt servicing, advocate for reducing deficits and debt to stimulate the economy, and reflect on the evolving global landscape affecting security, politics, and trade dynamics. They challenge the idea of complete US-China delinking and emphasize the enduring nature and resilience of global trade amidst geopolitical tensions.
Transcript
Play full episode
