Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves
Macro Mondays
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French Cuisine, US Inflation, Freight Rates, and Copper Analysts
The chapter covers a range of topics such as French cuisine, French election chaos, US inflation, freight rates, and copper. Discussions include soft inflation numbers in the US, impact of deflation in motor vehicle insurance costs, Federal Reserve's inflation forecast, a macro regime indicator, and the advice to maintain a positive outlook. The chapter also delves into recent chaos in French politics, focusing on the upcoming elections, potential political landscape changes, and the rise of right-wing parties like Le Pen's.
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