Stephanie Roth
speaker
365 appearances
1 recordings
1 series
first heard Jul 2026
last heard 15 Jul
Stephanie Roth’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
So there were goods components that did see price inflation.
You could argue it wasn't related to tariffs.
I think it probably was.
But it was certainly less bad than people thought it would be.
The expectation it was going to create this...
you know, inflation type spiral and feed through into, you know, across the entire goods sector and then to services like that didn't play out.
It wasn't the worst case scenario, but it does appear to have shown up in the data to some extent.
Yeah.
And I agree with you in the long term.
In the long term, it should be disinflationary.
I'm a big believer in productivity in the long run being a disinflationary force because companies will save money and therefore they can pass it through.
For now, you're seeing it show up specifically related to the chip shortage.
Mm-hmm.
So in computer software and accessories, like some components within the inflation basket are up about 15% year over year.
That is filtering into the data.
Do I think this is going to be a problem in the medium term?
No, but it's just on top of a couple of other sort of one-off factors that are feeding into the inflation data that are making it high.
Now, it's not going to continue to rise at 15% year over year into perpetuity, in which case that inflation will start to fade off the data permanently.
Probably in the middle part of this year.
Yeah, I think it'll be short term as long as the war doesn't escalate in a material way, which, you know, the signs right now are not in a great direction.
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