Macro Voices cover image

MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical

Macro Voices

00:00

Is Recession Killing Inflation?

The idea that iflation is going to crimp and hurt is completely consistent with cycles. It's not unusual for inflation to peak inside of a recession. And so we have been in a global industrial growth slow down for a while now, which is why industrial commodity price inflation had fallen since last spring.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app