Investors subconsciously crave the safety of the old “new normal” and ignore the evidence for secular inflation, says Vincent Deluard, Global Macro Strategist at Stonex Group Inc. he discusses why he is moderately bullish on the economy and long-term bearish on stocks. He also talks about wages, corporate profits, and the U.S. GDP. Finally, he previews Jerome Powell’s congressional testimony and the future of the reflation trade. Tune in to find out more.
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