Is a Second Wave of Inflation Coming? With Vincent Deluard and Raoul Pal

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 11 October 2023

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBz While an economic slowdown looms, elevated inflation remains a risk for investors. Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss why he thinks the U.S. economy will be hit with a three-punch combo this month, why the steepening of the yield curve may not be over yet, and what it means for risk assets across the board. You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in Kraneshares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company Learn more about your ad choices. Visit podcastchoices.com/adchoices

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0:44.5	Now to the top analysis of today's markets.
0:47.0	Hi everyone. Welcome to the real-vision daily briefing with me today is Vincent
0:59.1	Leward, Director of Global Macro Strategy at StoneX. Hi Vincent, how are you?
1:05.2	Great. Happy to be here.
1:06.8	Yeah, we've got a, I'm always happy you're here on inflation day to day since you are one of the,
1:12.7	you know, long-time inflation needs does.
1:15.8	Probably you've been on that call and very right on it for a long time.
1:20.4	So we had the September producer price index come in a little hotter than expected.
1:24.8	Interestingly, we didn't see a lot of market reaction.
1:28.3	It seems maybe investors are waiting for the next shoot to drop because we do have CPI out on Thursday.
1:34.5	But what do you think? Is this the beginning of a second wave of inflation?
1:38.7	Probably, I wouldn't, I don't call it the beginning of the second wave yet, I think what's
1:49.0	happening now is kind of a stabilization of inflation at an uncomfortably high level.
	...

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