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#IMF #GlobalInflation #TariffShock #EmergingMarkets #EconomicTension #WatchTheGap #MacroVibes
Transcript
00:00The IMF just issued a warning about uneven inflation that could reshape everything.
00:06While the US, UK, India and Australia face rising inflation, parts of Asia see muted inflation from weak export demand.
00:12What's concerning, many firms haven't passed added costs to consumers yet.
00:16That buffer may not last. Steady growth is being sold as a win.
00:19But the underlying pressures are real. Supply chains, debt, uneven recovery and climate shocks.
00:25The divergence between countries could widen.
00:27Those with a buffer may leverage the pullback while those without will get squeezed.
00:34Watch the next few weeks. The global economic mood could flip fast.
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