Mike Hanson is joined by EM economists Sajjid Chinoy, Vinicius Moreira and Katherine Marney to discuss the rising probability of a strong El Niño, which could push up global inflation, especially through food this year and into the next. The inflationary effect could be amplified through rising commodity prices. While El Niño thinks globally, its effects tend to be quite localized, with the most pronounced impacts in Latin America and parts of Asia. But the impacts have varied by episode, and the starting points for crops and energy look good this cycle.

Speakers:

Michael Hanson

Katherine Marney

Vinicius Moreira

Sajjid Chinoy

This podcast was recorded on August 2, 2023.

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