Discourse with Christian

Inflation, Debt, & The Future of Markets – Michael Every’s Expert Insights

Feb 3, 2025
Michael Every, a global strategist at Rabobank with over 25 years of experience, delves into the shifting landscape of the economy. He discusses the real drivers behind inflation and global debt, arguing that the current volatility presents unique challenges. Every emphasizes how rising US-China tensions will redefine economic power and critiques the potential of the BRICS coalition to rival Western financial systems. His insights on navigating these complexities and the importance of adaptability make for a thought-provoking conversation.
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INSIGHT

GDP's True Meaning

  • GDP growth figures alone are insufficient for understanding economic health.
  • The purpose and drivers of GDP growth are more critical than the raw numbers.
ANECDOTE

China's Pentagon

  • China is building a Pentagon-like structure ten times bigger, with nuclear bomb shelters.
  • This reflects rising geopolitical tensions and a shift in global power dynamics.
INSIGHT

Inflation's Complexity

  • Inflation is a complex issue influenced by economic policy and geopolitics.
  • Potential tariffs and trade wars can significantly impact inflation rates.
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