The ‘great inflation’ saw not only price growth, but also inflation volatility, spike higher. And even as inflation itself has fallen back more recently, inflation volatility has remained elevated. Paul Diggle and Luke Bartholomew discuss why structural changes in the global economy, stalling globalisation, geopolitical fragmentation, and climate change may all mean that is here to stay – and why this would have significant implications for financial markets and portfolio diversification.
Global Macro Research
Macro BytesPodcast: Are we in a more volatile world for inflation?
Paul Diggle and Luke Bartholomew discuss why higher inflation volatility may be here to stay.
Authors
Paul Diggle
Chief Economist
Luke Bartholomew
Deputy Chief Economist
Duration: 24 Mins
Date: Mar 22, 2024