Podcast: Inflation!

Inflation is, or should be, at the top of any board room agenda. Developed markets have not seen much inflation in the last decade, but now it seems to be back. In this episode, host Cyrille Filott and co-host Maria Castroviejo discuss the drivers of inflation with Michael Every, strategist at Rabobank. One of the key drivers of the current inflationary pressure is the bullwhip effect, where supply and demand shocks ripple through the supply chain. In the end, future inflation will be partly politically driven, which is discussed as well. Prepare yourself for a rollercoaster ride of talk on inflation!