Macro Mondays Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish
4 snips
Feb 18, 2024 Economist Freya Beamish from TS Lombard discusses the return of US inflation, China's uncertain outlook, and Japan's strong structural case. Topics include inflation trends, Red Sea crisis impacts, Eurozone challenges, Bank of Japan policies, and potential investment opportunities in wind energy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Analysis of Red Sea Crisis, Ceasefire Prospects, Netanyahu's Stance, and Inflation Resurgence in the US
02:26 • 4min
Exploring Inflation, Productivity, and Wage Dynamics in the Eurozone
06:23 • 3min
Discussion on European crisis awareness, ECB pivot, and introduction of guest economist Freya Beamish
09:26 • 5min
Monetary Policy and Economic Challenges in Japan
14:16 • 30min
Exploring Inflation, Wind Energy, and Global Investments
43:53 • 2min