In this weekly Macro & Oil report podcast, Olivier Gasnier tells us about how inflation is up in the Eurozones which is bound to mean higher rates and for longer time. The trends are less alarming in the US where it seems it is only job growth which is resisting monetary policy. Chinese demand is on the rise with positively high PMIs yet a modest target for GDP growth (only 5%). Particularly stable oil market with a slight increase in crack spreads.
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