Macro Mondays #14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
Sep 10, 2023
Mikael Sarwe, an expert from Nordea Bank, discusses the impact of production cuts on inflation and growth. Topics include oil price rallies, OPEC's actions, GDP vs GDI, current momentum in geographies, US housing market, prospects of Europe bringing inflation, and a four-day working week in Germany.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
OPEC, Oil Prices, and Geopolitical Tensions
02:14 • 9min
GDP vs GDI: Indicators of Economic Health
11:42 • 7min
Current Momentum in Geographies
18:18 • 20min
Discussion on US housing market, prospects of Europe bringing inflation, and the demand for a four-day working week in Germany
38:02 • 2min
Analysis of Auto Factory Risks, Portfolio Update, and Inflation Discussion
39:36 • 3min