Macro Strategy Views: How the Fed and China drive global inflation and what it means for Sweden

In our weekly podcast, Macro Strategy Views, we discuss the drivers of global inflation and the implications for Sweden. Thomas Harr, Global Head of FI&C Research, chairs today’s podcast while our Chief Economist in Sweden, Michael Grahn, joins him. The Fed's substantial dovish policy shift has lifted marked-based inflation expectations in the US, which might help anchor global inflation expectations. China remains a deflationary force for global inflation, but there are signs that it could turn soon. We discuss the implications for Swedish inflation.