Hugh Hendry: Inflation is just over the horizon!
Macro Voices - Podcast tekijän mukaan Hedge Fund Manager Erik Townsend - Torstaisin
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MacroVoices welcomes Hugh Hendry as this week’s guest. Erik and Hugh discuss the outlook on the global economy, wage and price inflation and the US dollar. The further discuss interest rates, the yield curve, precious metals and global equity markets. Finally, they discuss the considerations on the Chinese credit bubble.