The Persistence of Supply-Side Constraints and Their Impact on Inflation

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All the Credit

The Persistence of Supply-Side Constraints and Their Impact on Inflation

With Michael Collins, CFA — Jun 30, 2021

47 mins

ALL THE CREDIT® | EPISODE 17

With inflation rising, key goods shortages abound as a result of shifting demand dynamics spurred by the pandemic, and a myriad of global supply chain disruptions, episode 17 of PGIM Fixed Income's All The Credit podcast assesses the macroeconomic and sector-specific factors causing the supply chain bottlenecks and angst in the markets. Importantly, this episode discusses how the current environment impacts fixed income investors. Host and Senior Portfolio Manager Mike Collins is joined by Senior Credit Analysts John Smigelsky and Jake Kemeny to assess how investors can make sense of the current state of the global supply chain.

Subscribe now on: Apple Podcasts, Spotify, Audible

Recorded on June 22, 2021.

References

Michael Collins, CFA

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