Radar Podcast

Disinflation Is Here And It Could Crash The Market


Listen Later

We break down why the inflation scare is already fading, with the 4.2% print looking transitory off tariffs and Iran rather than real consumer demand. Then we get into the two-economy split, the price insensitive hyperscalers bidding up memory while Micron has record margins and the consumer gets crushed.Learn More: www.market-radar.com

...more
View all episodesView all episodes
Download on the App Store

Radar PodcastBy Market Radar