Inflation To Disinflation | The Effects of Quantitative Tightening | Consumer Credit Ballooning | Blue Line Futures Macro Corner Episode 11

Paul Wankmueller, CMT and Jannis Meindl discuss the latest on the inflation front, the effects of quantitative tightening, and the relationship between QT and financial assets. We also talk about consumer credit ballooning and the implications for credit card delinquencies going forward. Access the episode's chart booklet: Macro Corner Episode 11, Chart Booklet

Check out Jannis Meindl's Sunday editorial Markets Move with Macro Expectations and Expectations Change.

Timecodes: 

0:00 - Disclosure 

0:18 - Podcast Intro 

1:15 - Is The First Inflation Wave Over? 

7:25 - Investor Sentiment 

12:26 - Credit Card Debt Rising 

16:56 - Fed Balance Sheet & Correlation To Risk Assets 

20:37 - Outro & Jackson Hole Talk  

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