• Macro Sunday #46 - Inflation in developed markets but not in emerging markets?

  • Apr 21 2024
  • Duración: 47 m
  • Podcast
Macro Sunday #46 - Inflation in developed markets but not in emerging markets? Por arte de portada

Macro Sunday #46 - Inflation in developed markets but not in emerging markets?

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  • Resumen

  • We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US?

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    Host: Andreas Steno & Mikkel Rosenvold

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    CHAPTERS -
    00:00. Introduction
    02:46. Sour Equities?
    09:32. Iranian Attack
    15:20. Interview - Vincent Deluard
    39:48. "Sticky-er" Inflation?
    43:28. Portfolio News


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