Welcome to the KE Report Weekend Show! This week the focus was on US inflation data however the muted market response had us thinking, what is actually driving markets. We feature two of our generalist guests to discuss what they are seeing in recent US data and key market trends.
- Segment 1 and 2 – Jesse Felder, Editor of the Felder Report kicks off the show outlining his reasons that inflation will remain high, why markets have a major correction on the horizon and why gold and oil stocks will finally have their time to outperform.
- Segment 3 and 4 – Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc the Market website, recaps the inflation data from this week, shares what macro factors will drive markets through this year, and his outlook on the US Dollar and yields.