Macro Regime Shifts in the Dollar, Tech, and Energy

Pronouncements about macro drivers – that inflation is kryptonite to growth stocks, or that economic growth buoys the price of crude oil – are so often heard, but rarely understood. The truth is much more complex, and Huw Roberts, director of analytics at Quant Insight, joins Real Vision’s Jack Farley to give Real Vision members some insight into that truth. Huw shares quantitative models on how swings in asset prices are driven by macro variables like interest rates, commodity prices, currency fluctuations, and expectations for growth and inflation

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