
Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
Macro Mondays
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Inflation Trends and Geopolitical Impacts
This chapter explores current inflation trends, particularly the rise in used car prices and shipping freight rates, with implications for future consumer pricing. It examines the complexities of geopolitical issues in the Middle East, which affect global shipping markets and trade dynamics. Additionally, the discussion highlights the gold market's recent trends, influenced by geopolitical factors and changes in institutional investment patterns.
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