Macro Mondays
How to trade the inflation schism
Mar 18, 2025
Join Andreas and Mikkel as they dive into the intricacies of global markets! They explore the impact of American strikes in Yemen and the hesitance of European fund managers towards Tesla amid political tensions. The conversation navigates the divide between perceived and actual inflation, suggesting it could shape investment strategies. They discuss global liquidity dynamics, the U.S. fiscal deficit, and the ripple effects of a strong dollar on international markets. It's a fascinating blend of politics and economics!
36:47
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Quick takeaways
- The mixed indicators of inflation contribute to market volatility, complicating predictions and urging cautious navigation by investors.
- European investors' wariness towards U.S. assets, exemplified by divestment from Tesla, signals a shifting investment philosophy influenced by political concerns.
Deep dives
Inflation Uncertainty
Current indicators show a mixed picture of inflation trends, contributing to market volatility and uncertainty. The discourse surrounding inflation is complex, with various metrics pointing in different directions, complicating predictions about its future trajectory. The potential implications of inflation are particularly concerning for equities, given that the decisions made today could influence market dynamics for years to come. Investors are urged to navigate this landscape cautiously, as short-term trading strategies may not align with longer-term economic realities.
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