Macro Mondays
Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish
Feb 18, 2024
Economist Freya Beamish from TS Lombard discusses the return of US inflation, China's uncertain outlook, and Japan's strong structural case. Topics include inflation trends, Red Sea crisis impacts, Eurozone challenges, Bank of Japan policies, and potential investment opportunities in wind energy.
46:12
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Quick takeaways
- US inflation is on the rise due to hot PPI and CPI reports, posing a challenge for the Federal Reserve.
- Ceasefire in the Red Sea region could potentially decrease inflationary pressures and reduce attacks.
Deep dives
US inflation on the rise
US inflation is increasing, with hot PPI and CPI reports indicating a major headache for the Federal Reserve. Rising freight rates and sticky wage pressure are contributing factors to the inflationary trend.
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