Anna Wong(@AnnaEconomist):@tdurie95 and I wrote about this about 3 months ago — when I explained why this inflation wave is transitory (using similar techniques) at during the IMF-WB spring meetings I was roundly panned. If this inflation wave does fade in 27 as GS suggests below (a view we have held since 3 months ago), then we are 3 for 3 in the past 5 years on inflation calls (not on team transitory in 21-23, called the low on tariffs last year).

Anna Wong

@AnnaEconomist

Chief US Economist, Bloomberg LP @economics. Former Fed/CEA/US Treasury, PhD @uchi_economics BA @UCberkeley. All opinions are my own.

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Anna Wong@AnnaEconomist

2026.06.24 02:21

@tdurie95 and I wrote about this about 3 months ago — when I explained why this inflation wave is transitory (using similar techniques) at during the IMF-WB spring meetings I was roundly panned. If this inflation wave does fade in 27 as GS suggests below (a view we have held since 3 months ago), then we are 3 for 3 in the past 5 years on inflation calls (not on team transitory in 21-23, called the low on tariffs last year).

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