MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe.
Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows
Link: https://bit.ly/3KsAZZQ)