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MacroVoices · Thursday, August 6, 2026

Disinflationary Trend Dominates, but Inflation Spikes Occur

Viktor Shvets reiterates his long-term view of a disinflationary world, attributing it to technological advancements. He explains that current inflation spikes are reactions to events like geopolitical conflicts and policy choices, but disinflation would reassert itself if these disruptions ceased.

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The tape

3 quotes
Is that we are living in a disinflationary world?
Viktor Shvets
That disinflation is a dominant longer-term trend.
Viktor Shvets
But what is happening is that we're creating inflation spikes. What do they come from? They come from our reaction to whatever happens to us.
Viktor Shvets
Heard on MacroVoices — “MacroVoices #544 Viktor Shvets: How Markets Survive Disruption, published Thursday, August 6, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.06
Disinflationary Trend Dominates, but Inflation Spikes Occur — Heardvine