28:06

EssentialMake or Break: Inflation

All the 'Flation in the World

Featuring Kokou Agbo-Bloua and James Helliwell

Nov 18, 2022 • 28 minutes

130

2

Essential

Make or Break: Inflation

All the 'Flation in the World

It's time to consider a third scenario for inflation and rates.

Featuring Kokou Agbo-Bloua and James Helliwell

Nov 18, 2022 • 28 minutes

We’ve already seen trillions of market capitalization vaporized in 2022, as central bankers around the world have raised policy interest rates and shrunk balance sheets to bring down inflation from 40-year highs. Now, the impact of tighter money is showing up in key leading indicators of the business cycle showing a potential recession on the horizon. And that raises the gloomy prospect of stagflation – slow-to-no growth, still-sticky inflation. The Federal Reserve remains committed to restoring price stability. But Fed Chair Jerome Powell has hinted at data dependence. So, does a weaker-than-expected October Consumer Price Index print increase the probability of a “pivot”? Equity indexes suggest “yes,” though the consensus may be too quick to overlook a third scenario where inflation and interest rates plateau rather than plummet. In this episode of Make of Break, Societe Generale’s Global Head of Economics Kokou Agbo-Bloua joins Real Vision’s James Helliwell to consider the anti-consensus view on inflation and to share his framework for asset allocation in 2023 and beyond. Show More

What happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers at this crucial juncture with inflation at the forefront. Our worldwide team of experts and analysts will guide you through a potential recession as well as investment opportunities.

More Episodes

What happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers at this crucial juncture with inflation at the forefront. Our worldwide team of experts and analysts will guide you through a potential recession as well as investment opportunities.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In