Marko Papic has a very clear view of Wednesday morning’s report from the Bureau of Labor Statistics on the July U.S. Consumer Price Index: “Getting the inflection in CPI prints is really important,” he says. “So, yes, even a minor decline is relevant.” Papic, a partner and the chief strategist at Clocktower Group, also has a very clear view of the most important factor in the global inflation calculus: crude oil.
“The bottom line is that if oil prices fall further, don’t expect the equity rebound to end. It is all about oil prices at this point.” Papic joins Real Vision’s Andreas Steno Larsen to talk about oil, inflation, and equity markets.
We also hear from David Woo, who compares the China-Taiwan situation to the Russia-Ukraine conflict and offers the following geopolitical marker: “Before the end of August, we will know how the situation in Ukraine is going to play out.”
TIMESTAMPS
00:01:41 Is Pelosi’s Visit to Taiwan a Part of a Larger Strategy from the White House?
00:06:06 Do You Expect U.S.-China Tensions to Escalate?
00:15:07 China Is Watching How the Ukraine-Russia Conflict Will Unfold
00:27:26 China’s Real Estate Crisis Is Manufactured
00:35:55 China and the Supply Chain Question
00:43:26 Are Chinese Assets Investable?
#chinaeconomy #china #useconomy
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