“the authors think that even with the recession coming we are going to be living with inflation yes it will eventually cool once spending patterns normalize but it is likely to exist above policy targets for years”Coin Bureau, relaying another source: Inflation will rise
Said on Dec 25, 2022, at 12:09 in the video.
The window it was checked over
Consumer price index (CPI): U.S. Bureau of Labor Statistics via FRED, figures as first published. The shaded span is the window the call was checked over; grey bands are recessions.
Result at every window
All windows are shown, so none is pickedSomebody else's forecast — not scored
What was said around it
focus on inflation has come at the expense of growth and jobs more specifically the restrictive monetary policies of central banks are leading to more damage than the inflation itself while they acknowledged that the quote politics of inflation has taken over the narrative this could soon shift to the politics of recession if the central banks and politicians go too far it's for this reason that they think central banks will struggle to bring inflation back down to the two percent Target hence the authors think that even with the recession coming we are going to be living with inflation yes it will eventually cool once spending patterns normalize but it is likely to exist above policy targets for years in terms of asset allocation they think that this environment warrants inflation-linked bonds and other real assets the reason for this is because they think that the market expectations for inflation have always underestimated it you can see this in the chart over here where the median analyst expectations were projected out in 2020 2021 and 2022 in an environment where the market always underestimates future inflation you want to be in assets with inflation protection on the next page over
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
More on Inflation
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Jun 17, 2026
Graham Stephan, relaying another source: Inflation will rise to 3.6%
“They also expect inflation to remain elevated at 3.6% throughout 2026 before eventually falling back down again.”
Jun 17, 2026
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Jun 1, 2026
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“Goldman Sachs estimates that this would still push inflation up by 1% through mid-2026.”
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“the Federal Reserve's recent summary of economic projections insists that inflation will magically settle at just 2.7% over the exact same time frame.”
Apr 9, 2026