We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US?  Remember to use Geo30 to get 30% off your subscription. It is a limited offer.  Find out more at www.stenoresearch.com/subscribe  Host: Andreas Steno & Mikkel Rosenvold Find our Crypto coverage here - https://stenoresearch.com/category/crypto-moves/ FREE macro newsletter - https://stenoresearch.com/free/ If you enjoy our content, Please subscribe to our Youtube Channel: ➡️ https://tinyurl.com/23hp3vah CHAPTERS - 00:00. Introduction 02:46. Sour Equities? 09:32. Iranian Attack 15:20. Interview - Vincent Deluard 39:48. "Sticky-er" Inflation? 43:28. Portfolio News #economics  #trading   #interestrate #useconomy #macroeconomy #cryptocurrency  #crypto  #mortgageinterestrates #usgdp #economicrecession #usrecession #softlanding  #redsea  #podcast    #economy  #banking #joebiden  #election #trump