Capital Flows (Global Flows)

This week features Capital Flows, a financial markets expert known for his keen insights into macroeconomic trends. The discussion revolves around Trump's executive orders and their potential impact on inflation and market reactions. They explore the intricacies of the yield curve and warning signs for equities, while also examining recent trends in inflation and interest rates. The conversation emphasizes the significance of careful market positioning amid shifting economic indicators and the implications of changes in the Federal Open Market Committee's dynamics.