Cameron Crise On Fed’s Balance Sheet Problem, Equity Drawdowns and Inflation
Macro Hive Conversations With Bilal Hafeez
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Inflation - Is This the Phase Now?
I think we happo now that there is a yawning gap between inflation has pequed and inflation is where it needs to be. We are moving ever so slightly gingerly into that fixe. Yet clearly, base effects would have you when year, on your basis, inflation is almost certainly peked. I think onn a run rate, sequential basis, it's also likely pekued. Some of these idiosyncratic factors that drove inflation higher are not going to contribute in the way that they have.
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