This is an audio extract from our Macro Monthly Newsletter, which you can access by entering your details below.
The episode contains the following topics:
1. Supply side adjustment will gradually weigh on global inflation.
2. China will likely recover swiftly in H2.
3. The dollar to peak.
4. A much more sanguine H2, compared to H1.
A production of Eurizon SLJ Capital that outlines our market views for month ahead. This is an extract from our monthly newsletter, which can be subscribed to via the link below or email us. This episode has been recorded for professional investors. The content was written on 3rd August 2022.
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