Daniel Lacalle

Betting on reflation? Three risks to ponder

Decrease Font Size Increase Font Size Text Size Print This Page

In this short video we explain the three risks to inflation expectations:

  • Global slowdown of PMIs and weakening economic surprise:
  • Commodities price action.
  • Protectionism is disinflationary. It generates more negatives in growth, trade and consumption than the alleged protection to the sectors involved.

 

Leave a Reply

Your email address will not be published. Required fields are marked *