Understanding Economic Shifts: Inflation, Deflation, and Market Outlook
In our latest podcast, Stewart Abrahart and Ernst Knacke delve into the Global Investment Committee’s (GIC) factor quadrant, discussing the increased probability of a deflationary bust scenario and the significant changes in inflation expectations.
They explore market indicators such as break-even rates, the impact of high interest rates, and the role of central banks. Additionally, the hosts examine the outlook for the UK, Europe, and the US economies, the implications of political changes, and the recent volatility in financial markets.
Listen in on the conversation below 👇🏼
Recorded on the 6th of August 2024
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