Are Policymakers Still in Control? (Inside the Episode)

Published on
June 15th, 2021
41 minutes

Are Policymakers Still in Control? (Inside the Episode)

Insider Talks ·
Featuring Roger Hirst

Published on: June 15th, 2021 • Duration: 41 minutes

Real Vision managing editor Roger Hirst breaks down the most central points of discussion from June’s episode of Insider Talks. He identifies how some of the strongest disagreements between Raoul and Julian in this conversation arose from whether or not policymakers are still in control of inflation. He then breaks down the macro variables influencing the dollar, bond yields, and equities that they use to form their perspectives on whether inflation will end up being transitory or persistent, how markets may respond to these signals, and where the buying opportunities lie.