Betting on reflation? Three risks to ponder

In this short video we explain the three risks to inflation expectations:

  • Global slowdown of PMIs and weakening economic surprise:
  • Commodities price action.
  • Protectionism is disinflationary. It generates more negatives in growth, trade and consumption than the alleged protection to the sectors involved.

 

About Daniel Lacalle

Daniel Lacalle (Madrid, 1967). PhD Economist and Fund Manager. Author of bestsellers "Life In The Financial Markets" and "The Energy World Is Flat" as well as "Escape From the Central Bank Trap". Daniel Lacalle (Madrid, 1967). PhD Economist and Fund Manager. Frequent collaborator with CNBC, Hedgeye, Wall Street Journal, El Español, A3 Media and 13TV. Holds the CIIA (Certified International Investment Analyst) and masters in Economic Investigation and IESE. Holds the CIIA (Certified International Investment Analyst) and masters in Economic Investigation and IESE.

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