Macro Sunday #46 - Inflation in developed markets but not in emerging markets?

We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact EM, while the shrinking labour force of the West will lead to a renewed inflation pressure in Europe- and the US? Remember to use Geo30 to get 30% off your subscription. It is a limited offer. Find out more at www.stenoresearch.com/subscribe Host: Andreas Steno & Mikkel RosenvoldFind our Crypto coverage here -https://stenoresearch.com/category/crypto-moves/FREE macro newsletter - https://stenoresearch.com/free/If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vahCHAPTERS -00:00. Introduction02:46. Sour Equities?09:32. Iranian Attack15:20. Interview - Vincent Deluard39:48. "Sticky-er" Inflation?43:28. Portfolio News#economics #trading  #interestrate#useconomy#macroeconomy#cryptocurrency #crypto #mortgageinterestrates#usgdp#economicrecession#usrecession#softlanding #redsea #podcast   #economy #banking#joebiden #election#trump