AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Global Data Pod
Global Data Pod Weekender: Three points make a trend
Apr 12, 2024
Economic analysts Joseph Lupton and Michael Hanson discuss the risks of persistent inflation and potential scenarios of a soft landing or recession. They analyze the recent CPI report, Fed policy, interest rate hikes, and central bank challenges in balancing inflation concerns with economic growth stimulation.
21:58
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Challenges of a high-for-long soft landing with strong growth and elevated inflation pose risks to global economy.
- Impact of persistent high inflation on market expectations, leading to cautious Fed stance and revised rate cut projections.
Deep dives
The New High-for-Long Soft Landing Scenario
The podcast discusses a new economic scenario called the high-for-long soft landing where rates remain high but the economy shows resilience to sustain these rates. This perspective challenges the traditional view that high rates inevitably lead to a recession. The likelihood of this scenario is estimated at around 30%, indicating a shift in how the global economy may evolve
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode