Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The Impact of Cyclic Trends on Inflation in Europe
02:14 • 2min
The Differences in Inflation in China
04:34 • 3min
Bob Elliott on the Macro Sunday Podcast
07:10 • 4min
The Consensus View on Inflation
10:41 • 6min
The Dollar Yield Curve in Relation to Inflation
16:23 • 4min
Bond Market Positioning at This Juncture
20:02 • 4min
The Recession and Commodity Prices
24:18 • 5min
The Risks of a Sell Off in Equity and Layoffs in Isolation
28:59 • 2min
The Prerequisite for Bear Steepening in the Yield Curve
30:31 • 3min
The Tight Supply of LNG in Europe
33:01 • 4min
The Struggle to See Positive Outlook for European Economy
37:07 • 2min
The Bank of Japan Pulls the Rock From LADAM
39:15 • 2min
The Diverse Map of Cryptocurrencies
41:07 • 2min