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On todays episode Nick Glinsman Co-Founder at Malmgren-Glinsman Partners joins the show for a discussion on the current global macro outlook in 2023 as we enter the second half of the year.
While central banks continue to fight fiscal driven inflation using monetary policy, Nick argues that financial conditions are still too loose as markets continue to rally, credit remains contained & most importantly the labor market remains near record low unemployment. After taking us on a global tour of the inflation situation in the U.S, U.K & Europe Nick shares why China is actually battling deflation, and what the path ahead for the PBOC could look like. To hear all this & more, you'll have to tune in!
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Referenced In The Show:
Malmgren Institute LLC: https://d5d0c2-2.myshopify.com/
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Timestamps:
(00:00) Introduction
(00:33) The Labour Market Remains Strong... For Now
(09:53) Quantitative Tightening & Liquidity
(15:09) Permissionless II Ad
(15:58) The Fed's Stuck Between A Rock & A Hard Place
(16:40) An Update On The March Banking Turmoil
(22:00) The Power Of Fiscal Policy
(23:54) Debt, Demographics & Deglobalization
(28:57) Is The UK Economy In Crisis?
(38:35) Research Ad
(39:24) Further Risks For Private Equity?
(41:04) Why Is China Battling Deflation
(51:44) Is China's Liquidity Impulse Really Stimulative?
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
