Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish

We discuss the resurgence of US inflation, which rhymes well with our forward looking indicators. 
Will inflation return to 2% at all in this cycle? 
Our guest Freya Beamish of TS Lombard is not positive on China, but sees a strong structural case in Japan. 
Tune in! 

Find our latest insights on inflation here - https://stenoresearch.com/watch-series/g3-inflation-wage-watch-us-inflation-will-not-return-to-2-this-cycle/

Remember to go to www.stenoresearch.com - 14 day free trial.

Hosts: Andreas Steno & Mikkel Rosenvold.

If you enjoy our content, Please subscribe to our Youtube Channel:
➡️ https://tinyurl.com/23hp3vah


#economics 
#trading  
#interestrate
#useconomy
#macroeconomy
#cryptocurrency 
#crypto 
#mortgageinterestrates
#usgdp
#economicrecession
#usrecession
#softlanding 
#redsea 
#podcast   
#economy 
#banking

🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe 

Connect with Real Vision™ Online:
YouTube: youtube.com/@RealVisionFinance
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Website: https://rvtv.io/3Y4t5Pw

Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf