Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan

We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025? Danny says yes and offers his compelling arguments

Host: Andreas Steno & Mikkel Rosenvold

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CHAPTERS -
00:00. Introduction
03:00. US CPI
06:55. Commodity Rally?
11:00. Interview - Danny Dayan
39:50. China Preparing?
46:30. Portfolio News


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