• Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan

  • Apr 14 2024
  • Duración: 51 m
  • Podcast

Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan Por arte de portada

Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan

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  • Resumen

  • We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling arguments

    Host: Andreas Steno & Mikkel Rosenvold

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    CHAPTERS -
    00:00. Introduction
    03:00. US CPI
    06:55. Commodity Rally?
    11:00. Interview - Danny Dayan
    39:50. China Preparing?
    46:30. Portfolio News


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