Viktor Shvets, a global strategist and author of "The Twilight Before the Storm," discusses the turbulence facing the global economy, catalyzed by political shifts like Trump's election. He examines the ongoing re-evaluation of trade dynamics and the historical tensions that influence today’s tariffs. Shvets also sheds light on labor market transformations due to political decisions and societal polarization, offering an optimistic outlook for future advancements. With a touch of humor, he links personal choices, like beer consumption, to broader societal shifts.

Viktor Shvets, a central banking and geopolitics expert, shares insights on the interplay between monetary policy and political dynamics. He discusses the potential pitfalls of central bank politicization and the lingering effects of the yen carry trade unwind. Geopolitical tensions, particularly in regions like Ukraine and Gaza, are examined for their impact on energy markets. Shvets also highlights the disparity between capital growth and GDP, and how corporate earnings may shift amid rising political instability. A riveting dive into commodities and economic forecasts ensues.

It was looking bad there for awhile for Team Transitory. Anyone who had previously even uttered the word "transitory" in regards to inflation was regretting having used it. But lately the term is creeping back in, particularly as inflation decelerates while the unemployment rate remains low. So was the transitory perspective right all along? And is the fabled "soft landing" actually here? Macquarie Capital strategist Viktor Shvets believes it is. On this episode, the return Odd Lots guest gives his view of the economy and why he never gave up on his transitory stance. He talks about why inflation is falling and how many sources of anxiety — from geopolitical risk to deglobalization — won't materialize in the manner that many people are expecting.See omnystudio.com/listener for privacy information.

Viktor Shvets, Macquarie strategist, discusses how the Fed is trapped by its own policies like data dependency and the 'dot plot.' He also talks about China facing overcapacity issues and generational shifts in investing.

MacroVoices welcomes Macquarie chief macro strategist Viktor Shvets to the show. They discuss the geopolitical outlook, inflation, bond yields, recession risk, equity market outlook, gold and much more. https://bit.ly/3WL6enD   Download Big Picture Trading chartbook 📈📉https://bit.ly/3JzMktd ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials