This week Real Vision’s Roger Hirst has a conversation with Andrea Zazzarelli, Chief Investment Strategist at Fathom Consulting, about whether the economy and market have entered a new cycler after the COVID recession, or whether policy makers have supercharged the previous one. Using Refinitiv’s best-in-class data, they look at the before and after growth trajectory and the impact of fiscal policy, as they answer a question from one of last week’s viewers. The direction of inflation is probably key to understanding if this is a new cycle, or the old one on steroids.

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