Northern Trust sees the transit in transitory inflation

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Has the energy price surge disrupted the transitory inflation camp? Not according to Wouter Sturkenboom, Northern Trust EMEA/APAC CIO. He's firmly in 'Camp Transitory', with only temporary factors at play, including supply chain disruptions. 'Camp Structural' in contrast needs a self-sustaining spiral of price increases such that inflation tracks higher than its pre-pandemic level. Transport inflation is key, with most sub-components already passed the peak. How long is transitory? Even the Fed is grappling with that one. How is he positioned right now? There are three arms to his strategy.

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