Bank of Ireland's Soher Power on Inflation, 2022 Risks

The video discusses the current economic outlook, focusing on market expectations, fiscal and monetary policies, and inflation risks. It highlights the potential negative impact of fiscal policy on US growth, the hawkish stance of the Federal Reserve, and the broad-based nature of inflation pressures. The video also examines supply chain issues, labor market dynamics, and the risk of stagflation, emphasizing the need for the private sector to adapt as public policy support diminishes.

What is the anticipated impact of fiscal policy on US growth next year?

How does the current market pricing reflect expectations for inflation?

What are the expected changes in supply chain pressures in the medium term?