US Executive Podcast – October 2021
Gregory Daco, Chief US Economist, and Kathy Bostjancic, Chief US Financial Economist, discuss why we think the US economy is going through a bout of “M.E.S.S.I.” inflation dynamics – Moderating Expansion with Sticky Supply-driven Inflation. They also highlight why we don’t think the Fed is at risk of falling behind the curve when it comes to inflation, and why a moderately tighter policy stance is warranted at this juncture.
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