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The Geopolitical Shifts Shaping the Economy, Feat. Demetri Kofinas

The Breakdown

00:00

I Don't Know J Powell, but I Can't Get in This Head.

I think that we ain't seen nothing yet in terms of central bank creativity. How much will the europeans be able to raise interest rates and how much will they be able to contract their balance sheet? I germany is running a budget deficit, maybe that makes them a more amenable to easier mon policy. It's not just about c p i or p p i, or the michigan consumer confidence index. All sorts of other for indicators begin deteriorating, i think that could give them cause to change their rhetoric. For example, you got hints that they might raise a hundred basis points. My feeling is that they're not going to raise a hundred o f basis points

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