Will Inflation And Liquidity Prove Sticky?

Bianco Research  •  Conference Calls  •  January 16, 2024

The replay of our January 18, 2024 conference call titled Will Inflation and Liquidity Prove Sticky can be found below.


  • Inflation will prove to be sticky and will not come down as quickly as some expect.
  • The economy is not heading towards a soft landing or a recession, but rather will remain strong.
  • There has been a shift in consumer attitudes towards spending, and people are not afraid to spend as long as they have a paycheck.
  • The housing market is driving inflation, particularly in the shelter component.
  • Shipping disruptions in the Red Sea push up the probability for goods inflation to return.

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