Is the Business Cycle Rebounding? with Christophe Ollari
Christophe Ollari on China, inflation, a central bank pivot, performance in the East and West, and more.
Real Vision: Finance & Investing · Real Vision Podcast Network
July 29, 202358m 24s
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Show Notes
Ollari Consulting founder Christophe Ollari joins Andreas Steno Larsen to update us on his macro view for 2023 and examine current market positioning. They'll discuss whether China is rebounding, Christophe's base case for U.S. and Europe, and where he thinks inflation goes next.
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