For The First Time In Years, Why People Are Suddenly Talking About Inflation Again
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 12 March 2018
⏱️ 38 minutes
🧾️ Download transcript
Summary
For years, nobody seemed particularly concerned about inflation. Outside of a few blips, in the wake of the financial crisis, people have become accustomed to low inflation, and central banks providing ample stimulus to the economy. But suddenly that's changing. There seem to be hints that the macro backdrop is shifting, and that has investors on edge. So why the shift and what's going on? On this week's Odd Lots, we speak with Michael Ashton of Enduring Investments, a specialist in analyzing the inflation data, and helping clients trade on it. He offers his theory of what drives inflation, and where it's going to go next.
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| 0:58.8 | subscribe. Hello and of the But I think I could sort of imagine the conversation that we would have prior to bringing in our guest if she were here. |
| 1:28.0 | We would probably talk about how for the first time in a while we've been seeing market volatility lately |
| 1:35.3 | How a lot of the stories that we've been discussing since the financial crisis seem to be mutating and at the heart of these big changes that we're seeing |
| 1:45.6 | is a very important debate about the economy and that is whether we're really seeing a |
| 1:50.4 | pickup in inflation for the first time in a long time and so if you weren't aware |
| 1:55.6 | basically since the crisis we've been seeing this incredibly mellow |
| 1:59.7 | inflationary environment around the world, not much pricing power, not much |
| 2:05.4 | acceleration in wages or anything else like that. And of course that's made |
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