Are We In A New Inflation Regime?

To kick off our #StateStreetMarkets Research Retreat series, our academic partner Alberto Cavallo, co‑founder of PriceStats and Professor of Business Administration at Harvard Business School, joins #STTStreetSignals. In this wide‑ranging conversation on inflationary dynamics, we examine a decade of recurring price shocks and how inflation regimes, and the price sensitivities of retailers and consumers, have evolved. We also touch on the current impact of another energy price shock and the lingering effects of last year’s tariffs, offering a sneak preview of Alberto’s latest thinking. For a deeper dive into these themes, please contact your State Street representative to register for one of our upcoming events across Asia, the Americas, and Europe. podcasts.apple.com/us/podcast/are-we-in-a-new-inflation-regime/id1692292577?i=1000767697480