In this enlightening discussion, Michael Hanson, a sharp economist specializing in US and Canada analyses at J.P. Morgan, joins Raphael Brun-Aguerre, an expert on Euro-area economic trends. They delve into how May's softer inflation might not last, with tariffs pushing US core inflation to rise. The duo also explores the Euro area's promising shift toward a stable 2% core HICP, examining trade dynamics and geopolitical influences on global inflation. Expect insights on the disinflationary effects of US trade policy and central bank responses amid ever-evolving economic landscapes.
