Ricardo Reis on the Macroeconomics of Financial Crises and the Recent Inflation Surge
Macro Musings with David Beckworth
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The 30,000 Foot Perspective on Inflation
Ricardo Munoz: I love safe assets, as you know, and I can spend a whole show on that. But the points you make are very interesting. There's big debate today over why is it coming down? Is it just one off supply side? Is it good luck? Or did the central banks ever roll to play in it? What happened? What caused inflation to go up? And why is it going down now? He says he was talking about raising rates as early as April of 2021.
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