Inflation is spiking. But policy makers have labelled this as “transitory”, being measured against historically low prices from the height of the pandemic and affected by “one-offs”. However, changes to supply chains and labour markets, combined with extraordinary stimulus and loose fiscal/monetary policy, could lead to higher-for-longer inflation.

Complete the form below to view a replay of our webinar with Dr Manoj Pradhan, former chief economist at Morgan Stanley, and Jason Smith, Tabula CIO.

Guest speaker

Dr Manoj Pradhan

Manoj is the founder of Talking Heads Macroeconomics, an independent research firm. Manoj was most recently Managing Director at Morgan Stanley where he led the Global Economics team. He joined Morgan Stanley in 2005 after serving on the faculty of George Washington University and the State University of New York. Manoj works on thematic global macroeconomics, with a focus on emerging markets. He has a Ph.D. in economics from the George Washington University and a Masters in Finance from the London Business School.

His latest book, 'The Great Demographic Reversal: Ageing Societies, Waning Inequality and an Inflation Revival', co-authored with Professor Charles Goodhart, is available at all good book shops.

Click here to buy the book on Amazon.