Goldman's Oppenheimer Says Too Early to Call Peak Inflation

The video discusses the current state of inflation, highlighting that while headline inflation may be nearing its peak, core inflation continues to rise beyond expectations. This suggests that inflation pressures remain, necessitating tighter financial conditions. The discussion emphasizes the need for more data to confirm trends and the ongoing impact on financial markets and central bank policies.

Why does the speaker believe it is premature to think that inflation is under control?

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What might be necessary before a real stabilization in risk assets can be seen?

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