Phin Ziebell talks about inflation and FX implications with Rodrigo Catril Senior FX Strategist and Chris O’Brien Senior Markets Manager.

Phin and Rodrigo dissect the factors driving inflation higher including supply chain disruptions, pent up demand and base effects. The two also discuss the distinction between Demand Pull and Cost Pull Inflation. The role of Central Banks is also analysed including the debate around new tolerance for higher inflation along with implications for the USD and AUD.

Chris O’Brien joins and reveals Demand and Supply dynamics affecting clients in particular Freight rates, raw imports and accessing supply. Chris discusses FX exporters and importers activity highlighting effective FX hedging strategies that have been used to help our clients manage their FX exposures.