Are We In A Stagflation Economy With A Wage-Price Spiral? | Blue Line Futures Macro Corner Episode 10

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Blue Line Futures Macro Corner

Blue Line Futures

29 episodes

1 week ago

On Macro Corner, host Paul Wankmueller and co-host Jannis Meindl break down the most important macro themes on a weekly basis. By taking a commodities and futures focused angle, our goal is to contribute to your understanding of macro flows and how they may affect your life and investments.

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Are We In A Stagflation Economy With A Wage-Price Spiral? | Blue Line Futures Macro Corner Episode 10

Blue Line Futures Macro Corner

26 minutes 46 seconds

3 years ago

Are We In A Stagflation Economy With A Wage-Price Spiral? | Blue Line Futures Macro Corner Episode 10

Paul Wankmueller, CMT and Jannis Meindl talk about secular forces in the U.S. economy while weighing those longer-term forces against short-term market dynamics. The importance of a wage-price spiral, the TINA effect and money flows. Be sure to give the episode a listen! Be sure to check out this week's chart booklet here: Macro Corner Episode 10, Chart Booklet

Check out Jannis Meindl's Sunday editorial Risk Asset Pricing is a Function of Flows.

Timecodes:

0:00 - Disclosure

0:18 - Podcast Intro

2:15 - Stagflation Economy & What Portfolios Work

7:31 - Is The Wage-Price Spiral Real?

15:45 - Multiples & TINA

21:38 - Money Flows

25:07 - Economic Data & Outro

Futures trading involves a substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.