From Inflation To Disinflation | The Effects of Quantitative Tightening | Consumer Credit Ballooning | Macro Corner Episode 11
Posted: Aug. 16, 2022, 3:56 p.m.
Paul Wankmueller, CMT and Jannis Meindl discuss the latest on the inflation front, the effects of quantitative tightening, and the relationship between QT and financial assets. We also talk about consumer credit ballooning and the implications for credit card delinquencies going forward. Access the episode's chart booklet: Macro Corner Episode 11, Chart Booklet
Check out Jannis Meindl's Sunday editorial Markets Move with Macro Expectations and Expectations Change.
Access the episode on your favorite podcast platform: Spotify, Apple Podcast, Google Podcast
Timecodes:
0:00 - Disclosure
0:18 - Podcast Intro
1:15 - Is The First Inflation Wave Over?
7:25 - Investor Sentiment
12:26 - Credit Card Debt Rising
16:56 - Fed Balance Sheet & Correlation To Risk Assets
20:37 - Outro & Jackson Hole Talk
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