Are we in a more volatile world for inflation?
Macro Bytes
English - March 21, 2024 14:00 - 24 minutes - 16.8 MBInvesting Business News Politics politics economics news fiscal policy investments innovation financial services finance Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Will China hit its new growth target?
The ‘great inflation’ saw not only price growth, but also inflation volatility, spike higher. And even as inflation itself has fallen back more recently, inflation volatility has remained elevated. Paul Diggle and Luke Bartholomew discuss why structural changes in the global economy, stalling globalisation, geopolitical fragmentation, and climate change may all mean that higher inflation volatility is here to stay – and why this would have significant implications for financial markets and portfolio diversification.