“Five Minute Macro” Video Series – June 2, 2021
Welcome to another edition of Forstrong’s Five Minute Macro video series. During each episode our team will discuss the most important macro trends moving markets.
2021 has been dominated with headlines of rising prices and global supply bottlenecks. The inflationary environment is clearly changing.
In this episode, John Teskey, Sr. VP of National Accounts, is joined by Tyler Mordy, CEO and CIO, to discuss the burning question on everyone’s mind: just how sticky will recent inflation be?
• Are central banks making a big gamble that inflation can revert serenely back to its previous course?
• The difference between “cost push” (supply) and “demand pull” inflation
• Investment implications for global asset allocators – where is new investment leadership surfacing?