Listen "Talking Thematics: Journey or destination? An inflation playbook (Part 1)"
Episode Synopsis
After more than a decade largely below target, recent inflation data in the US have jumped sharply. However, ample slack in labour markets lead us to believe inflation will prove transitory. In part 1 of this conversation, strategists Audrey Goh and Marco Iachini elaborate further on why the Chief Investment Office believes inflation will be transitory and run through a scenario analysis of what could drive downside risks to this view. Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankTo read the full publication, click here.For more of our latest market insights, visit Market views on-the-go.
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