What a sharp deceleration of inflation would mean for markets
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Featuring Warren Pies and Andreas Steno Larsen
December 16 at 9:00PM • 32 minutes
Markets sold off again today to close the week, down drastically from Tuesday morning’s post-CPI highs. The reversal comes as central bankers in the U.S. and abroad continued to hike interest rates despite mounting evidence of a looming recession. On today’s show, Warren Pies, the co-founder and strategist at 3Fourteen Research, joins Andreas Steno Larsen to discuss what 2023 will bring, what’s driving the action in energy markets, and why he believes it’s obvious that we’ve moved past peak inflation. According to Warren, we could be de due for a sharp disinflation trend that will bring opportunities. “The future belongs to the optimists, but, for now, the pessimists are in control,” Warren wrote in his 2023 outlook report. We’ll also hear from Felix Zulauf, the CEO of Zulauf Consulting, on the major geopolitical and economic volatility that lies ahead. Watch that entire Interview here: https://rvtv.io/3BFy1hI. We want to hear from you, so make sure to get your questions in.
Show MoreReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
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Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
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This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
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