On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Dario Perkins Managing Director of Global Macro at TS Lombard for a discussion on "the non-Fed pivot".
As central bankers around the world identify inflation as the common enemy, embarking on their fastest rate hike path in modern history, just what sort of fragilities are emerging at the edges? Dario takes a deep dive into the U.K, Canadian & Australian economies as signs of fragility begin to emerge. Dario also discusses the real estate bubble's that have happened in these regions as they failed to de-leverage post 2008, but to hear that, you'll have to tune in!
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Referenced In The Show:
A Sudden Change of Heart? https://themacrocompass.substack.com/p/sudden-change-of-heart#details
Housing IS the Business Cycle: https://www.nber.org/papers/w13428
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Timestamps:
00:00 Introduction
00:51 Dealing With Higher Interest Rates
05:29 Central Banks Are Having A Sudden Change of Heart
11:33 Can Central Banks Afford Not To Fight Inflation?
15:04 What Will Make Powell Pivot His Hawkish Stance?
19:08 Dario's Outlook For Markets Throughout 2022 & Into 2023
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Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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