Elga Bartsch, Jean Boivin and Alex Brazier
A World Shaped by Supply
BlackRock, 2022
Aperçu
Supply, not demand, is now the root cause of inflation in the global economy.
Recommendation
Consumers and businesses are experiencing inflation levels not seen in decades. Distressed global supply chains, green energy shifts and changing demographics, rather than traditional demand-side imbalances, are the culprits in these price surges, and BlackRock professionals Elga Bartsch, Jean Boivin and Alex Brazier argue that supply-driven inflationary pressures are here to stay. Investors and executives concerned with the inflation threat will find some valuable insights in this timely report.
Summary
About the Authors
Elga Bartsch runs macroresearch at the BlackRock Investment Institute, which Jean Boivin leads. Alex Brazier is the Institute’s deputy head.
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