Odd Lots

Why Adam Posen Thinks Inflation Will Surge Back to 4%

February 13, 2026·56 min·3-min readconversationalnews
Podzilla Summary (3 min)
TLDR
Economist Adam Posen argues that inflation is reaccelerating in the U.S. and could reach 4% by year-end due to a confluence of supply shocks, fiscal expansion, weakening central bank credibility, and structural changes in monetary transmission. Despite a strong January jobs report, the br

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Guest

A

Adam Posen

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Adam PosenPeter OrszagJoe WisenthalTracy Alloway

Books

The New Economic Geographyby Adam Posen

Companies

PepsiCoPeterson Institute

Topics

EconomicsFederal ReserveGeopoliticsInflation

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