The latest episode of The Grant Williams Podcast features my very special guest Juliette Declercq of JDI Research.
In a fascinating deep dive into a series of macro data, Juliette picks apart the various narratives surrounding the battle over whether inflation is embedded or transitory. As Juliette is at pains to point out, the data tell her a story that suggests a ‘soft landing’ of sorts may actually be possible.
The accompanying chart pack brings this discussion to life so please be sure to download it from the website because... well, without it, you may struggle to follow this one! Once you do dive in, however, you’ll find a hugely thought-provoking pathway laid out in great detail that is as far from consensus as you’re likely to find anywhere.
Is Juliette right? Time will tell, but she sure makes a strong case.
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