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Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
Macro Mondays
Understanding Inflation and Market Reaction
Delving into the CPI report and an interview on China, geopolitics, and the business cycle, the chapter explores surprising Dovish aspects, particularly in shelter costs. Insights are shared on central banking perspectives amid inflation concerns and market reactions, predicting a possible rally fueled by expectations of interest rate cuts.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode