Will Higher Diesel Prices Drive Inflation? | The Bridge Ep. 25 #shorts
Energy input costs and inflation pass-through are recurring inputs to macro and allocation discussions with clients. The clip offers a short framing of how one strategist weighs fuel prices against labor market conditions.
Summary
By the real estate & infrastructure deskIn this short clip from The Bridge, Stephen Miran, senior strategist at Hudson Bay Capital Management, discusses whether higher diesel prices could pass through into the broader economy. He argues some pass-through is possible, but that current labor market conditions could limit the wider inflationary effect. The episode is hosted by Chief Investment Strategist Sonali Basak.
- Some pass-through from higher diesel prices to the broader economy is possible
- The current labor market could limit the broader inflationary impact
- Stephen Miran is a senior strategist at Hudson Bay Capital Management
- The episode is hosted by Sonali Basak as part of The Bridge series
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