US Rates: Takeaways from December inflation and Red Sea trade disruptions

This podcast episode comprehensively analyzes the recent inflation data and its implications for future monetary policy. It delves into the wedge between core PCE and core CPI inflation rates, the complexities of supply chain disruptions and shipping costs, the impact of recent disruptions in the Red Sea on global trade and inflation, and the intricacies of oil prices, inflation, and monetary policy.