EPISODE · Nov 4, 2021 · 28 MIN
Global Macro Views: Mounting Economic and Investment Variables
from Talking Markets with Franklin Templeton
Templeton Global Macro CIO Michael Hasenstab and Director of Global Macro Research for Brandywine, Francis Scotland, speak with our Stephen Dover about the direction of China, variables that could determine whether labor and inflation concerns will last more long-term, what may be driving energy prices up, beyond just supply and demand, and views on the dollar vs other currencies around the world.
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Global Macro Views: Mounting Economic and Investment Variables
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