Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Silent Stagflation Driver You Are Missing
In this episode of Stagflation Conversations, Lucas and Luna dig into the structural shift in how companies price risk. With real GDP growth slowing to one point five percent and core inflation holding near three percent, we explore why traditional demand-pull models are failing. The conversation centers on a specific case: how major retailers and logistics firms are embedding resilience premiums into their pricing structures, effectively creating a new floor for inflation even as consumer spending cools. We break down the mechanics of supply chain friction, the role of sovereign debt in…
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