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Julian Brigden: Markets Are Not Priced For A Recession
Market Depth
I'm Seeing a Virtual Roadshow in the Labor Market
I do think it's a little early to be really blowing the, or clear the models do show. I'm seeing a virtual roadshow because we've still been COVID and people thought I was clinically insane. The CPI is probably dropping towards about six, six and a half, but then it's seeming to sort of flatline a little bit around those kind of levels. PPI is going to depend an awful lot on what happens to diesel this winter. And without that slow down in the labor market, then even if your headline rates of inflation start to fall, that wage pressure will remain very elevated.
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