The impact of inflation expectations on markets – This is a different take on where data and markets are going
Nick Pardini, Founder and Chief Macro Strategist at Davos Investment Group joins us to discuss his big picture thoughts on why inflation expectations are driving the markets and where the data is going from here. It’s been a while since I last had Nick on the show where a lot had changed over since the pandemic. We focus on everything from near term market expectations, the sectors that Nick likes moving forward, his outlook for commodities, and finally currencies.
We hope all of our US listeners are having an enjoyable July 4th long weekend!
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