Macro Mondays Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
Apr 21, 2024
Vincent Deluard discusses inflation trends in developed and emerging markets. Chinese deflation may impact EM, while shrinking labor force in West could lead to inflation in Europe and US. Topics include equities, Iranian attack, sticky inflation, and portfolio news.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Market Analysis: Factors Impacting Equities and Gold Inflows
02:32 • 7min
Analysis of Recent Tensions Between Iran and Israel
09:04 • 4min
Geopolitical Negotiations and Potential Solutions for Middle East Conflict
12:36 • 3min
Navigating Inflation: Factors, Trends, and Speculations
15:56 • 26min
Analysis of Scandinavian Markets and Portfolio Moves
41:28 • 5min