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New Normal Who? Inflation is here - 7IM


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A macro musings segment with Chris Justham, Relationship Manager at Seven Investment Management, which includes discussion on-

· Yellen speech due later today

· Rising inflation and what it means for the world economy
· Talk of ECB QE Taper, Assets/Sectors that could do well if Marine Le Pen wins French Presidential Elections and
· Last but not the least the Trump trade

Justham says the rising inflation squashes the concept of ‘New Normal in the global economy’.

#inflation, #ECB, #macro, #economy, #fundamentals, #centralbanks, #Fed, #ECB, #interestrates, #QE, #trading, #markets, #equities, #forex, #currencies

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