Peter Fisher Is Worried About a ‘Mini-Stagflation Economy’

The transcript discusses economic themes such as reflation, safe haven bids, and stagflation concerns. It highlights the challenges businesses face with pricing pressures and the impact of COVID on economic narratives. The conversation also touches on inflation and deflation dynamics, the role of the Fed, and the complexities of the dollar and yield curves. The discussion emphasizes the noise in economic data and the need for careful interpretation.

In what ways does the speaker believe COVID has impacted economic narratives?

What observations does the speaker make regarding the dollar and yield curves?