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Neil Dutta on Economic Research

Masters in Business

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Inflation - What's Driving the Fed?

I think it's hilarious that a massive financial crisis leading to an inability for inflation to get any traction, and he wants to take credit for it. But I think about- Now do GDP and wages over that same decade? It wasn't until the very end of that decade that real wages started to look a bit better. If you have an incremental pickup in global demand, that could sort of royal energy markets. That's an inflationary risk. We talked about- I mentioned productivity. Productivity hasn't been as strong. You have experienced workers that are now leaving the workforce. And so that means that they're going to have to bring it back into balance.

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