Does inflation still matter?

Inflation has been a critical focus for investors in recent years. US headline PCE and CPI peaked at 7.2% and 9.1% in mid-2022, but with levels coming down toward the 2% Federal Reserve target rate, is it still worth the attention? Or can investors go back to more or less ignoring inflation, as they did pre-pandemic? In Episode 67 of The Flip Side, Brad Rogoff, Global Head of Research, and Mike Pond, Head of Global Inflation-Linked Research, dive into these pressing questions, examining the lingering risks of inflation being stuck at levels just high enough to influence Fed policy, as well as potential shifts in the labour market and tariffs, which could drive inflation risk.

You can listen to Does inflation still matter? online on Radio and Podcast. Open the player on this page to stream the available audio.

Does inflation still matter? is an episode from The Flip Side by Barclays Investment Bank.

This episode is 15:53 long.

This episode was published on Jan 15, 2025.

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