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MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG

Macro Voices

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Inflationary Pressures

The war with russia is the game changer. I think we're going to see long term inflationry pressures. In some nations, and particularly worried about the u k, where we're beginning to really understand just how much damage brexet has done to our export economy. The world is an enormously complex place. There's more coming. We haven't heard what chapter two is going to be yet. Seems like a huge variant of the mackerel world feeling like a thing with ukesiof things all calming down. And there's a very consensus in the west that we're in a new cold war era. What do you think? i'm not going to agree

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