What a Long Strange Trip it's Been with Alfonso Peccatiello of The Macro Compass
RiskReversal Pod
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The Impact of the European Economy on Energy Prices
The yields in the UK have round trip from 3.15 to 4.45 and back, indicating some form of at least stabilization over there. Europe basically went through some pretty grim period because its terms of trade were horrible. Now you're looking at not cheap energy anymore. You're looking at supply chains which are not particularly in time anymore. I expect a pretty decent recession in Europe to next year.
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