Are Markets Mispricing Inflation Expectations?

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 13 July 2021

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Jul12,2021: Darius Dale, founder and CEO of 42 Macro, joins the Daily Briefing to discuss his updated outlook on inflation expectations and market sentiment as the S&P 500 hits a new intra-day high. Dale joins Real Vision’s Ash Bennington and Samuel Burke to examine the results of the New York Fed’s Consumer Survey for inflation expectations. Additionally, the trio looks at the possibility of an ECB policy shift as it looks to continue its monetary stimulus to support Europe’s reopening economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:28.1	Keys and C's apply.
0:58.1	You'll get to your questions and answers in just a second, but we just want to give you
1:03.0	a preview of what we're going to put to you today and really the stories percolating that
1:07.7	fit into the bigger picture that we always look at on the daily briefing.
1:11.7	So for me, Ash, it's definitely been the soaring expectations of inflation, not from the New
1:18.4	York Fed, but from the New York Fed survey.
1:21.4	Consumers are thinking about housing, prices, wages, they see all of that going up as employment
1:27.2	goes down.
1:28.2	Of course, we can't talk inflation with areas without talking deflation.
1:32.8	What's on your radar, Ash?
1:34.5	Yeah, I'm looking at US equity indices, S&P 500, once again, at all time, intraday highs.
1:41.3	This is ahead of economic data, especially the CPI and PPI data that's coming out tomorrow
	...

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