In today’s podcast, Peter speaks with Jens Nordvig – CEO and founder of Exante data and Marketreader – two of the world’s most pioneering financial market analytics firms. Peter and Jens discuss the importance of capital flow data, and outline what the latest capital flow and FDI trends tell us about the direction of the Chinese economy. Jens speaks in detail about what China’s slowing growth profile means for global inflation impulses (lower) and what this implies for central bank rate hiking cycles. The discussion finishes up with a longer-term outlook for the US Dollar.