This week Real Vision’s Roger Hirst uses best in class data to look at the rising expectation of a pivot from the Fed. Growth indicators are rolling over and many in the market want the Fed to support growth and abandon its fight against rising prices. But, if the Fed pivots too soon, it could lead to another painful leg higher in inflation. In the Chatter, LSEG’s Wayne Bryan looks at the European Energy crisis which could see Europe flirting with recession for the rest of the year and beyond.
Wayne Bryan, Director European Gas Research, Refinitiv
Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group
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