From increasingly entrenched core inflation to the inevitable deterioration of the U.S labour market, there are historic clues that can help give us an idea of what lays ahead. By looking at a number of different indicators and examining different scenarios from the mainstream to the extreme, Tarric explores the possibility of a data driven Fed Pivot.

With the Fed now in the rear-view mirror for the time being and risk returning with a vengeance, his presentation looks at the chance that inflation may continue to transform the investing and global macroeconomic landscape for years to come.