U.S. Macro update – All about the elusive inflation peak: The MUFG Global Markets Podcast

In today’s podcast, we mark-to-market the latest macro developments in the U.S. and recent price action, as well as briefly review some of the inflation concepts covered in our recent monthly strategy report. 

We also touch upon what to expect from markets post the June CPI report. In our view, if the inflation report does not show any signs of price increases slowing, then a high reading may trigger a more lasting risk-off as investors potentially throw in the towel on inflation moderating.

Disclaimer: www.mufgresearch.com (PDF)