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MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe.
*Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows*
Link: https://bit.ly/3KsAZZQ
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By Hedge Fund Manager Erik TownsendMacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe.
*Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows*
Link: https://bit.ly/3KsAZZQ