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Analizy Live

Analizy Live

Business:Investing

INFLACJA. CO SPADNIE, TO WZROŚNIE 04.04.2024

INFLACJA. CO SPADNIE, TO WZROŚNIE 04.04.2024

2024-04-05
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Od inflacji, czyli drapieżnika, który nie chce wrócić na dobre do klatki, przez amerykański Fed, który na Wielkanoc odebrał to, co dał pod choinkę, aż po Chiny, gdzie pojawiły się oznaki wiosennego przebudzenia. Po drodze jeszcze kilka punktów, czyli np. zawsze ciekawa Turcja, tym bardziej po wyborach samorządowych, i coraz większe napięcie geopolityczne.

A poza tym o luksusie i sile marketingu. Torebka za 10 tysięcy dolarów, puszkowana… woda, która bije po kieszeni i kubek termiczny ze słomką, który budzi pożądanie. Pogoń za luksusem w każdym wydaniu.

 

💥💥Magdalena Polan, Head of Emerging Markets Macro Research, PGIM Fixed Income💥 💥 w rozmowie z Robertem Stanilewiczem.

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