CHART OF THE DAY: What If... We Get Some Stagflationary Mojo?

04/22/22 08:53AM EDT

Below is a chart and brief excerpt from today's Early Look written by Macro analyst Christian Drake. 

What If? ….  Is always a favorite question.  Fortunately, uncertainty is endogenous to our process and the answer is always some version of the same thing.   The chart below from 2Q Themes deck is an attempt to simplify and front-run that inquiry in the context of current cycle dynamics.

CHART OF THE DAY: What If... We Get Some Stagflationary Mojo? - CoD1

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