BGO: Insights

The Chief Economist: Immaculate Disinflation: Myth or Misstep

Written by BGO | Apr 15, 2026 2:05:27 PM

Immaculate disinflation promised a rare outcome—cooling inflation without triggering a recession—but recent tariff and energy shocks are challenging that narrative. What does this shift mean for Fed policy and CRE recovery timelines? Read “Immaculate Disinflation: Myth or Misstep” to explore the implications.