In this episode of Macro Bytes we consider the potential implications of US-China tensions for global political risk and inflation risk. We discuss what has changed under President Biden, what has not, and answer the big investor question: what does this mean for inflation.

Welcome to another week of Macro Bytes. In this episode our host Stephanie Kelly is joined by Jeremy Lawson, Chief Economist at the abrdn Research Institute. Having discussed the general outlook for inflation in the US in a recent episode of the podcast, this week we focus in on how to think about inflationary risks when it comes to US-China politics and the fragmented global trade environment.

Part 1 discusses US-China relations hot on the heels of the G7 summit.

Part 2 explores whether investors should worry about US-China decoupling adding to inflation pressures.


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