Eurodollar University If You Want To Predict Where Inflation Will Go In 2024 Watch This
Jan 12, 2024
Discussion on the fear of inflation returning, the relationship between interest rates and inflation, the flaws in popular inflation narratives, historical examples of supply shocks and their impact on consumer prices, and the bond market's response to the hot CPI and expectation of interest rate increase.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Analyzing the Relationship Between Interest Rates and Inflation
02:19 • 3min
Misconceptions and Realities of Inflation: The Phillips Curve and Monetary Analysis
05:03 • 3min
Supply Shock Cases and Inflation: Historical Examples and Current Parallels
07:36 • 10min
Reaction of Bond Market to CPI and Expectation of Interest Rate Increase
17:56 • 2min