#1015 - What Geopolitic Risks Are Not Priced In? | with Jacob Shapiro & Marko Papic
Real Vision: Finance & Investing
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Impact of Foreign Policy and Trade on Inflation and Election Strategy
The chapter examines the potential consequences on CPI and interest rates of US aiding Israel and discusses the relationship between foreign policy moves, inflation, and President Biden's approval ratings. It also analyzes the implications of different political scenarios post-election, focusing on the impact of tariffs, trade policies, and global supply chains on inflation and economic volatility.
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