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MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?

Macro Voices

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Is Inflation a Real Deal?

Inflation is a real deal. Am, and this is something that i've spoken with a mark its groups, with central banks around the world in recent weeks and months. Is that any time? Don't think that's possible. The market, peremptively too early, priced in a easing start of next year. There's no more cuts priced in for c one. I think people are going to get some field good relief in the next few months. But at some point in c four or c one, they're going to look around and say, we're not going to get back don blof four %, maybe ever again.

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