Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
The Meb Faber Show - Better Investing
Is There a Disinflationary Environment in 2023?
It feels like the consensus is that inflation is moderating. Some of the expectations were down to 2%, 3% within a year, which seems pretty astonishing in the US. I think we have to understand that this disinflation trend over the course of 2023 is not going to be linear. We're going to have bounces in higher prices, in specific segments of the economy or the market and we are going to see others decline more rapidly.
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