Macro Voices
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
Nov 22, 2023
Financial expert and author Daniel Lacalle discusses recession risk, Eurozone weakness, inflation, monetary aggregate contraction, energy prices, and public sentiment towards nuclear energy in Europe on MacroVoices podcast.
01:14:06
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Quick takeaways
- Eurozone economic weakness is causing recession risk and requires attention
- Last week's CPI print is not as bullish as perceived by market participants
Deep dives
The S&P 500 is in a bullish trend despite concerns of a recession
The S&P 500 has been experiencing a relentless advance, reaching new highs. Market participants are optimistic, believing in a soft landing narrative despite weakening macroeconomic indicators.
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