Macro Mondays #29 - Inflation Volatility is back! Guest: Claus Vistesen
Dec 24, 2023
The podcast features Claus Vistesen, Economist at Pantheon, as a guest. The host and guest discuss recent inflation prints in the UK and the US, the challenges faced by the European Central Bank (ECB) in guiding market expectations, and the possibility of ECB cutting interest rates. They also explore the uncertainties and indicators pointing towards re-acceleration in inflation next year.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Soft Inflation, Dollar Liquidity, and Growth Holding Up
02:47 • 4min
Inflation and the ECB's Challenge in Guiding Market Expectations
06:35 • 6min
Inflation Reports and Outlook
12:10 • 15min
Discussion on the Possibility of ECB Cutting Interest Rates
26:58 • 2min
Inflation Volatility and Uncertainties: Insights from Klaus Vistesen
28:43 • 4min