EPISODE · May 19, 2026 · 7 MIN
See the Signals, Episode 31
from Ned Davis Research: See the Signals Podcast · host Ned Davis Research
Recorded May 14, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses the impact of the war on global supply chains and inflation. Alejandra notes that NDR's Global Supply Chain composite, which uses a variety of metrics to gauge both global and regional supply chain conditions, shows that global supply chain pressures have been building. Regarding inflation, despite headwinds from tariffs and deglobalization, productivity gains associated with AI adoption should help cap long-term price pressures. Recession risks are rising in the eurozone due to its historical sensitivity to oil price shocks.-------S1:E31For more insights, visit our blog: https://info.ndr.com/ndr-signalsSign up for complimentary access to our work: https://info.ndr.com/ndr-contact-us
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See the Signals, Episode 31
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