Morning Call: Structure of inflation, shipping is still broken and peak growth?

Join David & Tim every weekday morning at 9am UK time live in the Discord, or listen back here from 10am each day!

We'll be talking about anything that pops up whether it's market, politics or macro related with a special guest every now and then.

Today we talked about the 'peak growth' narratives, the differences between short-term inflationary pressures and structural long term DIS-inflationary pressures.

China looks to be following the same path as Japan rather than taking over the world.

Shipping is still very broken, and looks likely to stay that way for some time yet...

References here

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Tim Vollans

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