09/02/2026
Our head of Fixed Income Strategy at RBC Dominion Securities, Luis Castillo, recently sat down with macro strategist Jim Bianco to talk inflation. Jim’s take? We've entered a structurally higher inflation environment driven by deglobalization, the shift to remote work, and the massive resource demands of AI infrastructure.
Watch the conversation to hear why he believes core inflation staying above 3% isn't a blip, but a new reality we need to plan around.
And if you want to hear what else the two discussed, reach out and I’d be happy share more about their conversation.