Published on: July 5th, 2022 • Duration: 5 minutes
As markets continue to be in turmoil, Raoul shares what he thinks is going on. He covers the recent reversal in the price of crude oil and explains why that's a huge relief for central banks. He warns how negative inflation might be on the horizon. Indeed, Raoul doesn't see inflation as the main story any longer; now, the thing is the repricing of growth. Finally – and you won't want to miss this – Raoul lays out his "lottery ticket" trade. Recorded on July 5, 2022.
