Rob and Jacob briefly address the weaker-than-expected inflation print before attending to developments you might have missed amidst all the U.S. inflation and election news: more economic trouble in China, optimism in Europe and Brazil…and a potential canary in the coal mind at the end of the episode.
Timestamps:
1:30-6:37 – U.S. Inflation Reaction
6:37-24:55 – China/Japan
25:00-33:40 – Multipolar Trade
44:10–End – Canary in the coal mine
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