The surge in inflation, which rose in the wake of the pandemic, had identifiable, cyclical and transitory components. It was easy to view these as factors that would right themselves with a simple recession. But what if the story of inflation isn’t that simple?
-Jeffrey Weingarten
The views and opinions expressed herein are solely those of the individual authors and do not necessarily represent those of The Consello Group. Consello is not responsible for and has not verified for accuracy any of the information contained herein. Any discussion of general market activity, industry or sector trends, or other broad-based economic, market, political or regulatory conditions should not be construed as research or advice and should not be relied upon. In addition, nothing in these materials constitutes a guarantee, projection or prediction of future events or results.
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Jeffrey Weingarten’s Executive Perspective
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Stoking the Fires of Inflation: How Secular Forces Are Driving a Major Shift in the Global Economy
No matter how hard we might try, we cannot reliably forecast financial markets – a reality I have learned over decades of attempts, including as a global market strategist. However, we can still diagnose the economic factors that have led to the market conditions we are seeing today and try to make predictions for what is to come. That thought process is true with the inflation we saw balloon in 2022 and should provide helpful insights for business leaders planning the trajectories of their bottom lines.
