#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds
Macro Mondays
00:00
European Inflation and Long End Duration
Bob discusses the inflation picture in Europe relative to the US, expressing his belief in holding long end European duration. The chapter also mentions the possibility of a different policy mix between the US and Europe, and concludes with Bob's prediction of European inflation below 2% before New Year's.
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