Macro Sunday

Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott

January 14, 2024 Andreas Steno Larsen
Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott
Macro Sunday
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Macro Sunday
Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott
Jan 14, 2024
Andreas Steno Larsen

US inflation is accelerating again but the market is yet to care. Meanwhile, freight rates
continue to rise on the back of increasing tensions in the Red Sea and goods inflation is
threatening to come back with a vengeance. Will the Fed forward pricing prove to be off? 
We discuss it with Bob Elliott of Unlimited Funds

If you find our research valuable, please visit www.stenoresearch.com - there is always a 14 day free trial and you can use the code Macro30 to get 30% off your subscription until Jan 15! 

Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller

If you enjoy our content, Please subscribe to our Youtube Channel 
➡️ https://tinyurl.com/23hp3vah

Show Notes

US inflation is accelerating again but the market is yet to care. Meanwhile, freight rates
continue to rise on the back of increasing tensions in the Red Sea and goods inflation is
threatening to come back with a vengeance. Will the Fed forward pricing prove to be off? 
We discuss it with Bob Elliott of Unlimited Funds

If you find our research valuable, please visit www.stenoresearch.com - there is always a 14 day free trial and you can use the code Macro30 to get 30% off your subscription until Jan 15! 

Hosts: Andreas Steno, Mikkel Rosenvold & Emil Møller

If you enjoy our content, Please subscribe to our Youtube Channel 
➡️ https://tinyurl.com/23hp3vah