Episode Details
| Title | Dissecting the Market Disconnect |
|---|---|
| Date | 7/16/2019 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $INFLATION - Jan Hatzius believes the market is underestimating inflation, suggesting that current weak inflation numbers are driven by special factors rather than long-term trends.
- “I think the market's too low on inflation. I think the market's underestimating the extent to which the current week inflation numbers are driven by more special factors.” - Jan (11:07)
- 🟢 $GOLD - 🔒
- 🟢 $CHINA - 🔒
- 🟢 $EQUITIES - 🔒
Bearish:
- 🔻 $BONDS - 🔒