Real Vision: Finance & Investing #1012 - Inflation Is Hot… Now What? | with George Goncalves
Apr 10, 2024
George Goncalves, head of U.S. macro strategy at MUFG, discusses the market's reaction to inflation data, Fed policy implications, U.S. debt-to-GDP ratio, labor market signals, and more. Topics include energy inflation, housing costs, rising energy prices on consumer demand, wage inflation, stock market performance, retirement planning challenges, interest rates, global banks, FX volatility, and investment timeframes.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Navigating the Complexities of Inflation
02:55 • 8min
Economic Analysis and Retirement Planning in the Current Climate
10:53 • 3min
Navigating the Complexities of Inflation and Interest Rates
13:59 • 8min
Discussion on Global Banks and FX Volatility Amidst Changing Fed Dynamics
21:43 • 2min
Navigating Interest Rates and Market Uncertainty
24:00 • 9min
Insights on Short-Term Market Reactions and Investment Timeframes
33:22 • 2min