Episode Summary
Are Markets Mispricing Inflation Expectations?
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.
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Hosts
Ash Bennington
@AshBennington
Maggie Lake
@maggielake
Raoul Pal
@RaoulGMI
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