David Kelly, chief global strategist at JPMorgan Asset Management, says this is "the calm before the inflation storm." Kelly says he expects an economic slowdown. “What we’re seeing is a lot of softness in the travel industry, which I think is going to get worse over the course of this year.” He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.

See omnystudio.com/listener for privacy information.