<p>Michelle and Vox use the latest U.K. producer-price shock to explain why a frightening factory-cost number does not automatically mean a hot domestic economy. Listeners will learn how to separate imported energy pressure, margin squeeze, and second-round inflation risk before jumping to a market conclusion.</p>

Michelle and Vox use the latest U.K. producer-price shock to explain why a frightening factory-cost number does not automatically mean a hot domestic economy. Listeners will learn how to separate imported energy pressure, margin squeeze, and second-round inflation risk before jumping to a market conclusion.

S1E150 - When a Factory Cost Shock Is Really an Import Shock

Thinking in Markets focuses on the structure behind global markets — time, liquidity, and the interaction between futures and cash sessions. From macro instruments like rates and FX to equities across Asia, Europe, and the U.S., each episode turns complex systems into simple, durable frameworks.

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S1E150 - When a Factory Cost Shock Is Really an Import Shock

S1E150 - When a Factory Cost Shock Is Really an Import Shock