In the latest episode of Lazard Asset Management’s The Question Is… podcast series , host Ronald Temple, Co-Head of Multi-Asset and Head of U.S. Equity, and David Alcaly, Senior Vice President and Research Analyst, unpack the CPI report.
They discuss abating supply chain issues, slowing jobs growth, moderating used car prices, and decelerating rents, all of which suggest the good inflation news may be more than a flash in the pan.
