Macro Topics for 2023 and Beyond, with James Pomeroy, Global Economist, HSBC
In this episode, we spoke with James Pomeroy, UK-based global economist at HSBC, and we covered a number of macroeconomic topics. Starting off with inflation, the dominant 2022 macro theme, we explored the different drivers of inflation globally, highlighting the differences in the drivers between regions. While energy drove the inflation jump in Europe, North America saw excessive shelter inflation, while the heavier weighing of food drove inflation in Emerging Markets. Linked to inflation, ...