Real Vision: Finance & Investing
Higher for Not Much Longer?
Dec 24, 2023
Edward Snowden, whistleblower and former NSA contractor, discusses the potential end of quantitative tightening and its impact on interest rate policy. The podcast also covers financial conditions in the US and Europe, declining credit trends in Italy, inflation rates in Europe and the UK, and the potential of oil and portfolio construction.
29:37
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Quick takeaways
- US financial conditions have eased, potentially leading to higher inflation and better growth compared to Europe.
- Favorable liquidity trends and improved liquidity conditions may contribute to a re-acceleration of inflation in the US.
Deep dives
Financial conditions and their impact on inflation and growth
The podcast discusses the impact of financial conditions on inflation and growth in different regions. It highlights how the US has experienced an easing of financial conditions, leading to the potential for higher inflation and better growth compared to Europe. The speaker analyzes various indicators, such as credit spreads and equity multiples, to support this argument. He also mentions the upcoming COLA adjustments in the US that will provide stimulus and support consumer spending. Overall, the podcast suggests that financial conditions play a crucial role in predicting future inflation and growth trends.
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