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Behind The Markets Podcast: Skanda Amarnath

Behind the Markets Podcast

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Is There a Tailwind in Productivity in 2022?

It's fair to say that, yes, productivity is soft in terms of 2022. I think part of it, I would put that in the bigger context of the recovery itself. On the energy front, we're now at oil that is less in price than when Russia invaded the Ukraine. So shouldn't that go full circle on the energy coming back? You're right. I think it probably is a little marginally a tailwind. We're not out of the woods on the food side. Food inflation is still really strong.

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