An analysis of the current inflation and stagflation, evaluating both the signs pointing to a temporary outcome as well as a long term repercussions.
Talking points:
- 0:20 - Possible reasons for temporary inflation
- 2:48 - PMI on manufacturing
- 3:48 - The status of GDP
- 4:33 - Wages and unemployment
- 5:34 - Possible reasons for long lasting inflation
- 6:58 - Implications and relationship with trade
- 9:35 - Conclusions