Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish
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We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators.  Will inflation return to 2% at all in this cycle?  Our guest Freya Beamish of TS Lombard is not positive on China, but sees a strong structural case in Japan.  Tune in!  Find our latest insights on inflation here - https://stenoresearch.com/watch-series/g3-inflation-wage-watch-us-inflation-will-not-return-to-2-this-cycle/ Remember to go to www.stenoresearch.com - 14 day free trial. Hosts: Andreas Steno & Mikkel Rosenvold. If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah #economics  #trading   #interestrate #useconomy #macroeconomy #cryptocurrency  #crypto  #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding  #redsea  #podcast    #economy  #banking
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This week on Macro Sunday ( next week - Macro Monday ) the team touches upon the Ethereum & Bitcoin ETF, freight rates, copper tourism & much more. Join us!Guest: Freya Beamish - TS Lombardhttps://www.tslombard.com/freya-beamishFREE macro newsletter - https://stenoresearch.com/free/Find...
Published 05/26/24
Published 05/26/24