Published on: August 18th, 2021 • Duration: 48 minutes
Aside from considering whether inflation will be transitory or persistent, prospects about future growth are also being hotly debated in markets now, and Raoul and Julian are on opposite sides of that camp. With Raoul believing there will be a slow down by the end of the year and Julian believing there will be strength, their perspectives may seem to be fundamentally different, but on what aspects do they agree? Real Vision managing editor Roger Hirst digs into the weeds to explain how Raoul and Julian are coming to their conclusions about growth by considering the state of the labor market, equities, commodities, the dollar, bonds, and global financial conditions.
