Traci Allaway
๐ค SpeakerAppearances Over Time
Podcast Appearances
So with people clearly caring about higher inflation more than they care about deflation, being more attuned to higher inflation and with companies more willing to reset prices in the face of higher inflation, to what degree does the BOE try to get ahead of higher inflation versus wait for it to actually emerge?
Since we're talking about the consumer, I mean, it feels like one of the few potential deflationary forces out there, but still potentially a very big one, is AI, right?
And this idea that, well, if there are fewer jobs because of AI, then obviously people are going to be earning less and spending less, and that's going to exert deflationary pressure on many different economies.
What have you seen so far in terms of the impact of AI on the job market?
And how are you thinking about this, you know, kind of very new still development?
What does that mean once a year?
Did you have like supply side week or something where you all got together and thought about it?
I find this very interesting.
I'm going to ask another sort of background American visiting London, haven't been here for many years kind of question.
But when people talk about the UK's high- We were here last year.
Oh, yeah.
I haven't lived here for many years.
When people talk about the UK's high exposure to energy volatility,
Why is that?
Because the other thing people talk about in relation to the UK is like it does actually have North Sea oil.
It does have kind of its own supply.
Like what exactly is that vulnerability in this economy?
you mentioned guilt yields now that you've gone from sort of finance twitter to you know hardcore economic practitioner monetary policy practitioner she did have real jobs i know i know but not like not on a central bank come on i i'm complimenting the current role not denigrating the previous ones that's my intent i'll always be economist meg to you that's right but like
How do you think about bond vigilantes?
Do you have nightmares or have you gone from tweeting about bond vigilantes to thinking about them relentlessly as you watch UK guilt yields go up?