New World Order: The MUFG Global Markets Podcast

In today’s episode, Hailey Orr, MUFG Capital Markets Strategist, discusses her team’s most recent publication, New World Order, where they outline 15 defining themes for the global economy and markets in the second half of 2022. In the podcast, Hailey focuses specifically on the transition from “COVID” linked inflation to “conflict” linked inflation and the implications that has for markets driven by stagflation risk. Despite numerous challenges in the economy and markets today, silver linings can still be found.

Disclaimer: www.mufgresearch.com (PDF)