Featured in this podcast are Bruce Kasman and Michael Hanson. While we continue to raise inflation forecasts and add to our expectations for central bank tightening, it is important to remember that global growth is downshifting this quarter. A risk of oil price spikes remains an important risk, but the latest news highlights consumer resiliency and signs that the COVID drag is fading in Europe. If we are right, these developments are setting the stage for a growth bounce next quarter.

This podcast was recorded on February 18, 2022.

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