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The Inflation Outlook

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Manage episode 499510803 series 70567
Content provided by Dr. David Kelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The inflation temperature is about to rise. It should be a low-grade fever, triggered by tariff impacts but mitigated by low energy prices, declines in shelter inflation and global economic sluggishness. But it should also linger well above the Fed’s 2% target, as the initial impact of tariffs is supplemented by the effects of a weakening dollar, a lack of labor supply and fiscal stimulus in the first half of 2026. It could, of course, be further sustained by another round of fiscal stimulus before the mid-term elections.

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365 episodes

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The Inflation Outlook

Notes on the Week Ahead

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Manage episode 499510803 series 70567
Content provided by Dr. David Kelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The inflation temperature is about to rise. It should be a low-grade fever, triggered by tariff impacts but mitigated by low energy prices, declines in shelter inflation and global economic sluggishness. But it should also linger well above the Fed’s 2% target, as the initial impact of tariffs is supplemented by the effects of a weakening dollar, a lack of labor supply and fiscal stimulus in the first half of 2026. It could, of course, be further sustained by another round of fiscal stimulus before the mid-term elections.

  continue reading

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