Discussion on European crisis awareness, ECB pivot, and introduction of guest economist Freya Beamish

We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators. 
Will inflation return to 2% at all in this cycle? 
Our guest Freya Beamish of TS Lombard is not positive on China, but sees a strong structural case in Japan. 
Tune in! 

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