Inflation Dynamics in an Uncertain World

In this episode of The Decisive Podcast, host Kristen Hallam is joined by Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, to explore the pressing issue of inflation in today's economic landscape. As economies worldwide grapple with the aftermath of various shocks—including the COVID-19 pandemic and geopolitical conflicts—rising prices remain a critical concern for consumers, businesses, and policymakers alike. Speaking in a June interview, Ken provides an insightful overview of current global inflation trends, highlighting key factors driving these changes, such as supply chain disruptions, commodity prices, and trade policies. The discussion delves into the distinctions between core and headline inflation, emphasizing the importance of monitoring both to understand underlying inflation dynamics. Listeners will gain valuable insights into how recent trade policies, particularly tariffs, are influencing inflation rates and consumer behavior in the U.S. and beyond. Ken also discusses the implications of fluctuating commodity prices and how they affect inflation forecasts, household real income, and consumer spending. As the conversation unfolds, Kristen and Ken examine the potential responses of central banks to evolving inflation trends and the broader economic implications for businesses and consumers. Tune in for a comprehensive analysis that empowers you to navigate the complexities of inflation in today's uncertain economic environment. Don't forget to subscribe for more insights and analysis from The Decisive Podcast! More S&P Global Market Intelligence Content: Global Economic Outlook: August 2025 Picture This: US Market for Single-Family Homes Is Struggling Banking Risk Monthly Outlook: August 2025 Credits: Hosts: Kristen Hallam Guests: Ken Wattret Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun