#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
Macro Mondays
00:00
Introduction
The host introduces the podcast and discusses the current portfolio allocations before diving into a conversation with the head of equity strategy at Nordea Bank about how oil price rallies affect inflation and equity markets. They also explore the voluntary production cuts made by Saudi Arabia and Russia in the oil market.
Transcript
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