Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 4min
The Chinese Reopening and the Consumers' Feedback
03:51 • 2min
The Positivity of Inflation in Europe
05:41 • 2min
The European CPI Is Running at an Annualized Inflation Rate of Over 3%
08:07 • 5min
The ECB's Response Function to Inflation
13:16 • 6min
The Decline of the Real Equilibrium Interest Rate in Europe
18:49 • 4min
The Effects of European Banks on Interest Rate Risk
22:24 • 4min
The Systemic Liquidity Crisis in Europe
26:18 • 3min
The Risks of European Commercial Real Estate Exposure
29:14 • 3min
The Euro's Long-Term Trend to Rise
32:27 • 4min
The Importance of Keeping Your Eyes on the Trends
36:04 • 2min