Last week’s US inflation numbers were surprisingly low, a very moderate 3 per cent. That could be due to an increasing supply of workers and goods. And it might not be due to the Federal Reserve’s tough talk over the past year. Today on the show, we reconsider everything we thought we knew about the past 18 months of inflation. Also, we go long corporate bond exchanges, and short… the dry martini.
For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer)
Follow Ethan Wu (@ethanywu)) and Katie Martin (@katie_martin_fx)) on Twitter. You can email Ethan at [email protected]).
Read a transcript of this episode on FT.com)
Hosted on Acast. See acast.com/privacy) for more information.
