New Normal Who? Inflation is here - 7IM
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’.
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