A macro musings segment with Chris Justham, Relationship Manager at Seven Investment Management, which includes discussion on-
· Yellen speech due later today
· Rising inflation and what it means for the world economy
· Talk of ECB QE Taper, Assets/Sectors that could do well if Marine Le Pen wins French Presidential Elections and
· Last but not the least the Trump trade
Justham says the rising inflation squashes the concept of ‘New Normal in the global economy’.
#inflation, #ECB, #macro, #economy, #fundamentals, #centralbanks, #Fed, #ECB, #interestrates, #QE, #trading, #markets, #equities, #forex, #currencies
