
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
Macro Voices
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Is There a Resumption of Goldilocks?
World set up with a, you know, so much kind of long inflation perspective now and short duration. What could end of actually softening that is the fact that there is social financing cram down out of china. And i think that'll cause some people to reassess their risk rewards in a lot of these trades. But while we're still on the left tail, let's just talk about this war risk escalation of the ukraine and russia situation.
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