Inflation Dynamics and Market Perspectives

This chapter explores the tensions between market inflation expectations and the potential risks posed by economic and geopolitical factors. It also examines the connections between China's economic trends, commodity prices, and their relative impact on Western inflation, alongside insights into bond market strategies.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app