037 | The “five Ds” of structurally higher inflation

Over the last decades, and especially since the global financial crisis, structural factors have held down inflation. But now that trend is reversing. In this episode, we learn about the "five Ds" of structurally higher inflation - demographics, decarbonization, deglobalization, digitalization and debt - with Andreas Jobst, Head of Macroeconomic and Capital Markets Research at Allianz, and Ano Kuhanathan, Head of Corporate Research at Allianz Trade. • Read the full report "The 'five Ds' of structurally higher inflation": https://t1p.de/bnug2 • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://t1p.de/frcuq