Standard Chartered Money Insights

Talking Thematics: Journey or destination? An inflation playbook (Part 1)

August 18, 2021
Standard Chartered Money Insights
Talking Thematics: Journey or destination? An inflation playbook (Part 1)
Show Notes

After more than a decade largely below target, recent inflation data in the US have jumped sharply. However, ample slack in labour markets lead us to believe inflation will prove transitory. In part 1 of this conversation, strategists Audrey Goh and Marco Iachini elaborate further on why the Chief Investment Office believes inflation will be transitory and run through a scenario analysis of what could drive downside risks to this view. 

Speakers:

  • Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
  • Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank

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