Gavyn Davies on Inflation, Asset Allocation and ChatGPT
Macro Hive Conversations With Bilal Hafeez
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The Risk of Bearish Expectations for Oil Prices
Oil prices have continued to print recent lows actually again in the last week or two. One reason is that China has recovered, but not in terms of its energy demand. I don't think we're going to see anything like double digit inflation like we had a year ago. What we're more likely to see is sort of four or 5% becomes a bit endemic in the system. And then the Fed eventually can't ease in the way that's priced.
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