Did the ECB Quit the Inflation Fight?
Real Vision: Finance & Investing
00:00
The Divergence Between Bond Space and Commodity Space
There is a divergence between bond space and what's going on in commodity space right now. I also think that the risk we want in inshorting natural gas in europe, if you dare, is better than the oil trade right now. We have c p i next weekits estimated to be eight point one. The tide f a longer narrative is kind of firming up in the market. But i've noted that if the fete wants to continue to high intrest rates until inflation is back at two %, then they will have to go further than them than what's already being priced in.
Play episode from 26:14
Transcript
