3 Risks to the Inflation Narrative

3 Risks to the Inflation Narrative
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Commentary

Market expectations of rapid disinflation and a soft landing remain, but January has contributed a few new risks to the optimistic estimates of disinflation with no impact on the economy.

Daniel Lacalle
Daniel Lacalle
Author
Daniel Lacalle, Ph.D., is chief economist at hedge fund Tressis and author of the bestselling books “Freedom or Equality” (2020), “Escape from the Central Bank Trap” (2017), “The Energy World Is Flat”​ (2015), and “Life in the Financial Markets.”
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