Featured in this podcast is Bruce Kasman and Joseph Lupton. The global economy looks to have bounced back strongly last quarter as bottleneck pressures eased and pandemic headwinds faded. But a new round of the same pressures are set to damp growth this quarter. The consumer will bear the brunt. Inflation is a key concern, as rising energy and core prices are joined by surging agriculture prices. Central banks to look through the near-term headwinds and move toward normalization. The Fed next week is widely expected to deliver guidance to March lift-off.

This podcast was recorded on January 21, 2022.

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