To kick off State Street’s series of global research events, we are joined by research partner Alberto Cavallo, co-founder of PriceStats and Professor of Business Administration at Harvard Business School. In this wide-ranging discussion of inflationary dynamics, we assess the last ten years of recurring price shocks and how much inflationary regimes and the price sensitivities of retailers and consumers have changed. The current impact of another energy price shock and lingering effects of last year’s tariffs briefly feature as a sneak preview of Alberto’s eagerly anticipated current thinking. For a fuller presentation of those themes, please contact your State Street representative to register for one of our upcoming events in Asia, the Americas and Europe.

Strait Talk: Oil, Macro and the Political Economy
30:59

US Stocks: Stick or Twist?
42:29

Iran: Has the Market Moved On?
36:49