Yulia Murphy’s Post

In this deep dive report from our Sentiment Survey, we take a look at the negative and positive effects of inflation on middle market leaders. Read through the full inflation report below.

As global shocks subside, global inflationary dynamics are becoming more region- and country-specific. This is likely to lead to divergences in monetary policy. As we exit the shock of 2020–2023, a rethink of global inflationary trends is appropriate. 👉 While executives should continue to keep an eye on global sources of inflation such as oil prices, they should increasingly turn to domestic ones, such as nominal wage growth or the strength of domestic demand. 👉 Divergent trends in inflation will, in turn, dictate the strength and speed of the recovery in purchasing power: the less time consumers spend in an environment of rapidly increasing prices, the more they can rebuild their purchasing power—the opposite holds true. 👉 Domestic drivers of inflation will also dictate the path of interest rates and, with that, the strength of activity in rate-sensitive sectors such as real estate and manufacturing. Read our full view on the impact of desynchronizing inflationary patterns in different regions 👇 And then sign up to The Lens for weekly insights delivered straight to your inbox: https://lnkd.in/gxu8jgPS #globalinflation #inflationarytrends #monetarypolicy #riskmanagement

Guy Foster, Chief Strategist, and Janet Mui, Head of Market Analysis, discuss the fluctuation of global stocks following fresh U.S. inflation data and stimulus signals from the Chinese authorities. #MarketsInAMinute #Markets

Inflation rates are coming down. The impact on executive moves? That depends where you are. 📊✨ Read about it here, powered by TALNT data. https://lnkd.in/eKjVZAdr #Leadership #CareerDevelopment #Inflation #Insight 

Guy Foster, Chief Strategist, and Janet Mui, Head of Market Analysis, discuss the fluctuation of global stocks following fresh U.S. inflation data and stimulus signals from the Chinese authorities. #MarketsInAMinute #Markets

🙄 🙄 🙄 Talking points are annoying. Why did inflation explode? Was any ONE person to blame? ----------------> You won't believe this People want to categorize highly complex problems in to one neat little box. Human nature I guess. 😳 Did you know?? Many countries experienced high inflation at the same time as the U.S. Inflation growth was virtually identical. The reason inflation exploded has zero to do with any ONE person. There are many reasons why this happened. Most economists attribute the recent surge in inflation to a combination of factors: 😳 Supply Chain Disruptions: COVID-19 disrupted global supply chains, causing shortages and driving up prices as demand exceeded supply. 😳 Pent-up Demand: Reopening economies led to a surge in consumer spending, straining supply chains and pushing prices higher. 😳 Labor Shortages: Labor market imbalances and rising wages increased production costs, which were often passed on to consumers. 😳 Fiscal and Monetary Stimulus: Government stimulus and low-interest rates boosted consumer spending, increasing the money supply and inflationary pressures. 😳 Energy Prices: Rising oil and gas prices have significantly driven inflation, affecting costs across many goods and services. 😳 Geopolitical Tensions: Conflicts like the Russia-Ukraine war disrupted energy supplies, further elevating prices. 😳 Consumer Behavior Shifts: A shift from services to goods during the pandemic strained production and contributed to price increases. These factors, driven by a mix of supply constraints, increased demand, and external shocks, have collectively fueled recent inflation. Be a critical thinker. . SumoLab | Total Business Growth | Jerry-Rigged Business Marketing Podcast | #inflation #talkingpoint #criticalthinking

The latest insights from TALNT

Can the Fed cut rates when inflation and labor market data are still strong? New York Life Investments' Global Market Strategy team shares their view alongside new market-moving data. Watch the full video: https://bit.ly/4alOdUR #MarketInsights | #MacroPulse | #MacroInsights | #Inflation

🌸 April showers brought may flowers. Despite mixed economic data, equity and bond markets rebounded. 📈 The Fed remains cautious about cutting rates, needing more confidence in inflation trends. Housing and manufacturing struggled, but U.S. growth stocks and developed markets showed resilience. Read the report to see how these trends could affect your investments! Get the report here: https://hubs.la/Q02zmfPh0 #Finance #Fed #EconomicUpdate #marketinsights