In this follow-up to our episode on inflation, we zoom in on one of the most underrated yet powerful forces shaping monetary policy and market moves: inflation expectations.
What do people think prices will do in the future? Those expectations can actually fuel real inflation through wage demands, spending behavior, and corporate pricing decisions. In this e ... Show More
Yesterday
Rising energy prices hit global economic activity
Middle East tensions remain firmly in the driver’s seat—and markets are reacting in real time. Oil is volatile, equities are cautiously rebounding, and the US dollar continues to push higher. Meanwhile, global growth signals are weakening, inflation pressures are creeping back, a ... Show More
11m 32s
Mar 24
Markets remain highly unpredictable as war headlines clash
Markets are trading like a theatre of the absurd — where one headline can flip everything in seconds. Within hours, threats of escalation turned into ceasefire hopes, sending oil plunging, equities soaring, and investors scrambling to keep up. But just as quickly, doubts crept ba ... Show More
10m 55s
Mar 23
Iran war narrative is changing hands, waning TACO hopes
The narrative is changing hands. What started as a US-driven escalation in the Middle East is now evolving into a more complex standoff, with Iran increasingly shaping expectations. Markets are reacting differently—investors are less sensitive to Trump’s announcements, signaling ... Show More
10m 9s
Jul 2022
Is Inflation Cresting? Adam Ozimek Shares Why He's Hopeful
<p>Adam Ozimek, Chief Economist at Innovate Economy, explains why he's hopeful inflation has crested, why it's stuck around longer than economists expected, and why he believes we'll see inflation come down in the coming months and back down to normal over the next year.</p><br>< ... Show More
9m 43s
Aug 2025
Fed independence in the spotlight as markets await key inflation gauge
Yesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a s ... Show More
16m 25s