Inflation and Investing Around the World

by | Sep 6, 2022 | Invest During Inflation | 39 comments

Inflation and Investing Around the World




Rebecca Patterson, Bridgewater Chief Investment Strategist & Sarah Ketterer, Causeway Capital CEO & Fundamental Portfolio Manager talk about debt versus equity and dive into the current state of the Euro vs. the dollar and the impact of the ECB tightening.

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39 Comments

  1. Dr. Plankton

    "nicest house in a bad neighborhood" A good way to describe this period.

  2. Gamer Zealilos

    China is implementing Zero-Covid policy, so I think the economy is not likely to recover in a short term.

  3. Gene K

    Buy POWW stock Monday. Semper Fi Bros!

  4. Wallace Souza

    I'VE BEEN SEEING POST EVERYWHERE ABOUT FOREX TRADING AND CRYPTO CURRENCY, A LOT OF PEOPLE KEEP SAYING THINGS ABOUT THIS TRADING PLATFORMS PLEASE CAN SOMEONE LINK ME TO SOMEBODY WHO CAN PUT ME THROUGH..?

  5. kgb tamil

    In spite of the economic downturn and inflation crisis we all face, one still need to Set goals and take bold steps in achieving them, Remember success is not obtained overnight. We just have to stop procrastinating and try what we have always wanted, to improve our life and wellbeing, I believe Investing will take us closer to that dream

  6. Sean Yun

    P.S AS I'VE SAID MANY TIMES THAT IT'S A BIG TIME TO BUY 'YEN' GRADUALLY INTO THE 4TH Q AND COMING YEARS!!!!!!!!!!!!!!!!!!!!!!!!!!!:)

  7. Sean Yun

    AGAIN AND AGAIN WE ARE SEEING THE LAST MOMENT OF US$ BITCOIN EURO CHINA YUAN (+H.K$) < ———— WHO DENIES THE FACT?!!!!!!!!!!!:)

  8. Sean Yun

    NOW AS I'VE SAID MANY TIMES SINCE 3RD Q OF 2021 THAT ———– > H.K$ IS GOING DOWN AND DOWN AND IT WILL NEVER RECOVER BACK ITS PEG SYSTEM AS IT USED TO FOR THE LAST 40YEARS < ———- INDEED IT HAS BEEN A DESIGNED TO KILL THE H.K$ BY WHOM?!!!!!!!!!!!:) < —— SO EASY TO MAKE A GUESS!!!!!!!!!!!!!!!!!!!!!!:) NOW CHINA'S MORE THAN 65% OF MAJOR DEVELOPERS ALREADY HAVE BEEN IN HUGE DEFAULTS AND THE DEFAULTS SITUATION HAS NO OTHER OPTIONS BUT GOING WORSE AND WORSE AS I'VE SAID MANY TIMES SINCE 3RD Q OF 2021!!!!!!!!!!!!!!!!!!!!!!!!!:) SO WALL ST EU AND OTHER FOREIGN INVESTORS ARE 0% EXAGGERATION = BE READY TO LOSE ALL OF YOUR MONEY = ABOUT + 1.1T$ IN COMING MONTHS AND YEARS!!!!!!!!!!!!!!!!!!!!!!!:) < ———- THE INVESTORS WILL NEVER GET THEIR MONEY BACK FROM CHINA'S HUGE DEFAULTS SEQUENCES OF ITS COMPANIES!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:)

  9. Sean Yun

    AGAIN AND AGIAN THERE WILL BE MORE AND MORE INFLATION COMING TO HIT THE ECONOMY FROM TOOOOOOOOOOOOOOOOOOOOO MUCH BUBBLES OF THE CURRENCIES + NATIONAL BONDS OF US EU CHINA!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) < ———— US CHINA EU CANNOT STOP PRINTING MONEY = THE MMT STATES = THE MOST TROUBLED ECONOMIES ON THE EARTH ———– > NOW WE ARE REALLY FASTLY HEADING TOWARDS MULTI- LATERAL SYSTEM = THE NEW WORLD ORDER!!!!!!!!!!!!!!!!!!!!!!!!:)

  10. Sean Yun

    AGAIN AND AGAIN GOLD PRICE IS RECOVERING 2K$ SUPER FASTER THAN MARKET'S EXPECTATIONS AND OIL PRICE WILL BE IN 140$ BB/LS BEFORE END OF SEP!!!!!!!!!!!!!!!!!!!!!!!!!!:) < ——– DO THE MATH!!!!!!!!!!!!!!!!!!!!!!:)

  11. Sean Yun

    SEE?!!!!!!!!!!!!!!!:) ———— > + 8.9%!!!!!!!!!!!! WOW!!!!!!!!!!!! EU Eurozone Consumer Price Index (CPI) YoY Alert Latest Release. Jul 29, 2022 Actual 8.9% Forecast 8.6%Previous 8.6%. < ——— AGAIN AND AGAIN EXCEPT GOLD + OIL WHAT ELSE CAN YOU HEDGE AGAINST THE FALLING VALUES OF THE CURRENCIES ESP US$ + EURO + CHINA YUAN (+H.K$) + BITCOIN?!!!!!!!!!!!!!!!!!!!!!!:)

  12. Sean Yun

    WHO DENIES THE FACT?!!!!!!!!!!:) ———- >. NOW EVERYWHERE IS IN A HUGE RECESSION CHINA SINCE 3RD Q OF 2021 ——- > EU SINCE 1ST Q OF 2022 ——— > NOW USA SINCE 2ND Q OF 2022!!!!!!!!!!!!!!!!!:) < ——— WHO DENIES THE FACT?!!!!!!!!!!!!!!!!!!!!:) WOW LABOR COST OF US ECONOMY HAS SOARED MUCH MORE THAN THAT ——— >. WOW!!!!!!!!!!!!! + 1.3%!!!!!!!!!!!!! U.S. Employment Cost Index QoQ Alert. Latest Release Jul 29, 2022 Actual 1.3% Forecast 1.2%

  13. Sean Yun

    WOW!!!!!!!!! + 6.8%!!!!!!!!!!!!!!!!!!!:) ——– > U.S. PCE Price index YoY Alert. US Latest Release Jul 29, 2022 Actual 6.8% Forecast 6.8% Previous 6.3%< ——— AGAIN AND AGAIN EXCEPT GOLD + OIL WHAT ELSE CAN YOU HEDGE AGAINST THE FALLING VALUES OF THE CURRENCIES ESP US$ + EURO + CHINA YUAN (+H.K$) + BITCOIN?!!!!!!!!!!!!!!!!!!!!!!:)

  14. Sean Yun

    AGAIN AND AGAIN IT'S STILL A BIG TIME TO SELL OFF STOCKS BONDS US$ EURO BITCOIN CHINA YUAN + H.K$ < ———- THOSE THINGS FALLING VALUES ARE GOING ON AND ON EVEN AFTER 2030YR < ——– DO THE MATH!!!!!!!!!!!!!!!:) AGAIN AND AGAIN GOLD PRICE IS RECOVERING 2K$ SUPER FASTER THAN MARKET'S EXPECTATIONS AND OIL PRICE WILL BE IN 140$ BB/LS BEFORE END OF SEP!!!!!!!!!!!!!!!!!!!!!!!!!!:) < ——– DO THE MATH!!!!!!!!!!!!!!!!!!!!!!:)

  15. Sean Yun

    AGAIN AND AGAIN IT IS TOOOOOOOOOOOOOOOOOOOOOOOO LATE TO FIX THE FINANCIAL SOCIAL POLITICAL ENGINEERING PROBLEMS CAUSED BY THE FED + D.C POLITICS ———— >. AGAIN AND AGAIN IT'S STILL A BIG TIME TO SELL OFF STOCKS BONDS US$ EURO BITCOIN CHINA YUAN + H.K$ < ———- THOSE THINGS FALLING VALUES ARE GOING ON AND ON EVEN AFTER 2030YR < ——– DO THE MATH!!!!!!!!!!!!!!!:) AGAIN AND AGAIN GOLD PRICE IS RECOVERING 2K$ SUPER FASTER THAN MARKET'S EXPECTATIONS AND OIL PRICE WILL BE IN 140$ BB/LS BEFORE END OF SEP!!!!!!!!!!!!!!!!!!!!!!!!!!:) < ——– DO THE MATH!!!!!!!!!!!!!!!!!!!!!!:)

  16. Sean Yun

    AFTER CHINA (SINCE 3RD Q OF 2021) ——– > EU ( FROM 1ST Q OF 2022) ——— > NOW ( SINCE 2ND Q OF 2022) US ECONOMY IS IN A HUGE RECESSION OFFICIALLY THAT AGAIN AND AGIAN US ECONOMY IS STRAIGHTLY HEADING TOWARDS THE BIGGEST EVER ECONOMIC CRISIS SINCE THE BEGINNING OF THE 20TH CENTURY!!!!!!!!!!!!!!!!!!!!!:) ———- > BASED ON ALREADY MORE THAN 68.9% US GDP Q&Q WILL BE AGAIN (-) GROWTH IN THE 3RD Q = SPECIFICALLY IT WILL BE (-)0.6% – (-) 0.8%!!!!!!!!!!!!!!!!!!!!!!:)

  17. Sean Yun

    DO THE MATH WOW!!!!!!!!!!!!!!!!!!!!! INEVITABLY MORE AND MORE INFLATION IS COMING TO HIT THE ECONOMY!!!!!!!!!!!!!!!:) ———- > CHECK THIS OUT ——– >. US 10YR 2.6540% – US FED FUNDS RATE 2.5% = WOW 15BP = 0.1540% BASED ON + 9.1% CPI!!!!!!!!!!!!!!!!!!!!!! < ———- DON'T YOU UNDERSTAND WHAT DOES THAT MEAN?!!!!!!!!!!!!!!!!!!!!! ————– > MEANS MORE AND MORE SUPER STAGFLATION IS COMING TO HIT THE US ECONOMY CAUSED BY THE TOOOOOOOOOOOOOOO MUCH BUBBLED US$" VALUE + US T- BONDS YIEDLS!!!!!!!!!!!!!!!!!!!!!!!!:) ————- > YOU DO NOT SEE? MORE AND MORE BUBBLES ARE FORMING INTO THE Q BY Q?!!!!!!!!!!!!!!!!:)

  18. Sean Yun

    MAKE A GREAT CONNECTION WITH CHINA + EU ————– > P. S AS I'VE SAID MANY TIMES ALREADY THAT S&P 500 WILL BE IN THE RANGE OF 3150 – 3350 BY THE END OF AUG < ———- WHO DENIES THE FACT THAT US CORPS EARNINGS INTO 3RD Q + 4TH Q WILL BE REALLY REALLY REALLY REALLY REALLY TERRIBLE THAN MARKET'S EXPECTATIONS!!!!!!!!!!!!!!!!!!!!!!:) < ———– DO THE MATH!!!!!!!!!!!!!!!!!!:)

  19. Sean Yun

    NOW JUST LIKE CHINA + EU ———- > US ECONOMY IS OFFICIALLY IN A HUGE RECESSION EVEN MUCH FASTER THAN SEP <. ——– EVEN MUCH FASTER THAN MY MATH AS I'VE SAID MANY TIMES SINCE DEC OF 2021!!!!!!!!!!!!!!!!!!!!!!!!!!!:)

  20. Sean Yun

    AGAIN AND AGAIN ———– > WOW!!!!!!!!!!!!!!!!!!!! US 2YR AT 2.8905 VS US 10YR AT 2.6540% = WOW NOW (-) 23BP < ——— STILL NO RECESSION?! AND OF COURSE IT'S SPREAD WILL BE GOING WIDER AND WIDER 65BP BEFORE END OF 2022!!!!!!!!!!!!!:) ———- > NOW WHO DENIES THE SUPER STAGFLATION OF US ECONOMY? WHICH HAS BEEN HEADING TOWARDS STRAIGHTLY INTO THE BIGGEST ECONOMIC CRISIS EVER SINCE 20TH CENTURY!!!!!!!!!!!!!!!!!!!!!!!:)

  21. Sean Yun

    DO THE MATH ——— >. AGAIN AND AGAIN IT'S STILL A BIG TIME TO GO A BIG SHORT AGANST STOCKS BONDS US$ EURO BITCOIN CHINA YUAN + H.K$ < ———- THOSE THINGS FALLING VALUES ARE GOING ON AND ON EVEN AFTER 2030YR < ——– DO THE MATH!!!!!!!!!!!!!!!:) AGAIN AND AGAIN GOLD PRICE IS RECOVERING 2K$ SUPER FASTER THAN MARKET'S EXPECTATIONS AND OIL PRICE WILL BE IN 140$ BB/LS BEFORE END OF SEP!!!!!!!!!!!!!!!!!!!!!!!!!!:) < ——– DO THE MATH!!!!!!!!!!!!!!!!!!!!!!:)

  22. Sean Yun

    THIS IS ALL BECAUSE OF TOOOOOOOOOOOOOOOOO MUCH BUBBLED US$ + T – BONDS VALUES THAT DURING THE 2ND Q US$ SO CALLED KING AGAIN BUT WHAT HAPPENED TO INFLATION? < ———– SEE AS ALL OF MY COMMENTS WELL REMAINED HERE IN BLOOMBERG CHANNEL THAT KING$ MEANS MORE AND MORE SUPER STAGFLATION UNDERSTAND?! BECAUSE OF KING$ MEANS MORE AND MORE EXPANDING AGGREGATE DEMAND FROM NOWHERE OF THE US ECONOMY YOU KNOW WHAT I MEAN? MEANS EXPANDING OF US AGGREGATE DEMAND CAUSED BY THE TOOOOOOOOOOOOOO MUCH BUBBLED US$ VALUE + ITS T- BONDS INDEED HAS MUCH MORE OUTPACED US PRODUCTIVITY BASED ON ONLY + 62% +/- LABOR PARTICIAPTION RATE + HUGE U6 UNEMPLOYMENT!!!!!!!!!!!!!!!!!!!!!:)

  23. Sean Yun

    U.S. Chicago Purchasing Managers Index (PMI) Alert Latest Release Jul 29, 2022 Actual 52.1 Forecast 55.0 Previous 56.0!!!!!!!!!!!!!!!!! < ——— SEE DON'T DENY THE FACT THAT US ECONOMY IS IN A RECESSION AND IT WILL BE STRAIGHTLY HEADING TOWARDS THE BIGGEST ECONOMIC CRISIS EVER SINCE 20TH CENTURY!!!!!!!!!!!!!!!!!!!!!:) < ———- ALL CAUSED BY THE ABSURDLY BUBBLED US$'S VALUE + 'NEVER – BE – BACK – ON NORMAL – TRACK' – US T- BONDS YIELDS!!!!!!!!!!:)

  24. Sean Yun

    US ECONOMY ———- > THE BROKEN ECONOMY OF THE PHILLIPS CURVE MEANS < ———– IT CANNOT AVOID ECONOMIC CRISIS FROM ITS OWN CURRENCY BUBBLES + DISTORTED US T – BONDS YIEDLS ——— > SOOOOOOOOOOOOOOOOO TERRIBLE ' MMT' STATE JUST LIKE EU + CHINA MEANS THERE WILL BE NO WAY BUT PRINTING MORE AND MORE MONEY IN THE EXCUSE OF MONETARY EASING POLICY + FISCAL SUPPORT ——- > BUT!!!!!!!!!!!!! THAT CANNOT LEAD ANY REAL ECONOMIC GROWTH AS WE HAVE BEEN WATCHING IT SINCE PANDEMIC FROM CHINA!!!!!!!!:)

  25. Sean Yun

    WHO CARES ABOUT WHETHER BIDEN AND XI JING PING MEETS OR NOT!!!!!!!!!!!!!!!!!!!!! ————- > BECAUSE THEY CANNOT DO ANYTHING ABOUT SOCIAL + POLITICAL + FINANCIAL ENGINEERING PROBLEMS = INFACT THEY ARE ONE OF THE MASTERMINDS!!!!!!!!!!!!:) ——- > END IS END!!!!!!!!!!!!!!! UNDERSTAND?! NOW THE MOST DISGUSTING AND MOST CORRUPT AND MOST DISTURBING SO CALLED CHIMERICA HAS DEMOLISHED BY THE CORRUPTION AND SELF – CONTRADICTORY DELUSION!!!!!!!!!!!!!!!!!!!!!!!!!!!:) ———– > DO THE MATH 1+ 1 = 2 NOT 0 UNDERSTAND?! 1-1 = 0 NOT 2 UNDERSTAND?!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) CHINA HAS BEEN ENTRENCHED INTO A SUPER STAGFLATION SINCE 3RD Q OF 2021 ———– > EU HAS BEEN IN THE SUPER STAGFLATION SINCE 1ST Q OF 2022 ———- > NOW WHO DENIES THE FACT THAT US ECONOMY HAS BEEN CAUGHT IN A SUPER STAGFLATION OFFICIALLY SINCE 2ND Q OF 2022 < ————— THOSE SUPER STAGFLATIONS IN THE MOST INDEBTED AREAS WILL BE GOING ON AND ON EVEN AFTER 2030!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) ENEMIES OF THE PEOPLE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:)

  26. Sean Yun

    AGAIN AND AGAIN GOLD PRICE IS RECOVERING 2K$ SUPER FASTER THAN MARKET'S EXPECTATIONS AND OIL PRICE WILL BE IN 140$ BB/LS BEFORE END OF SEP!!!!!!!!!!!!!!!!!!!!!!!!!!:) < ——– DO THE MATH!!!!!!!!!!!!!!!!!!!!!!:)

  27. Sean Yun

    AGAIN AND AGIAN THERE WILL BE MORE AND MORE INFLATION COMING TO HIT THE ECONOMY FROM TOOOOOOOOOOOOOOOOOOOOO MUCH BUBBLES OF THE CURRENCIES + NATIONAL BONDS OF US EU CHINA!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) < ———— US CHINA EU CANNOT STOP PRINTING MONEY = THE MMT STATES = THE MOST TROUBLED ECONOMIES ON THE EARTH ———– > NOW WE ARE REALLY FASTLY HEADING TOWARDS MULTI- LATERAL SYSTEM = THE NEW WORLD ORDER!!!!!!!!!!!!!!!!!!!!!!!!:)

  28. Sean Yun

    NOW AS I'VE SAID MANY TIMES SINCE 3RD Q OF 2021 THAT ———– > H.K$ IS GOING DOWN AND DOWN AND IT WILL NEVER RECOVER BACK ITS PEG SYSTEM AS IT USED TO FOR THE LAST 40YEARS < ———- INDEED IT HAS BEEN A DESIGNED TO KILL THE H.K$ BY WHOM?!!!!!!!!!!!:) < —— SO EASY TO MAKE A GUESS!!!!!!!!!!!!!!!!!!!!!!:) NOW CHINA'S MORE THAN 65% OF MAJOR DEVELOPERS ALREADY HAVE BEEN IN HUGE DEFAULTS AND THE DEFAULTS SITUATION HAS NO OTHER OPTIONS BUT GOING WORSE AND WORSE AS I'VE SAID MANY TIMES SINCE 3RD Q OF 2021!!!!!!!!!!!!!!!!!!!!!!!!!:) SO WALL ST EU AND OTHER FOREIGN INVESTORS ARE 0% EXAGGERATION = BE READY TO LOSE ALL OF YOUR MONEY = ABOUT + 1.1T$ IN COMING MONTHS AND YEARS!!!!!!!!!!!!!!!!!!!!!!!:) < ———- THE INVESTORS WILL NEVER GET THEIR MONEY BACK FROM CHINA'S HUGE DEFAULTS SEQUENCES OF ITS COMPANIES!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:)

  29. Sean Yun

    SARAH AND REBECCA YOU MUST KNOW ONE THING THAT ABOUT CHINA (+ H.K) ECONOMY THAT ———- > CHINA + H.K WILL NEVER REOPEN AGAIN EVEN AFTER 2030YR < ——– WHY CHINA GOVERNMENT REOPEN BODERS? ———– > AGAIN AND AGAIN THERE IS NO SUCH THING LIKE COMMON PROSPERITY ——- > IN OTHER WORDS CHINA INDEED ALREADY DECIDED TO BECOME A STATE LIKE ARGENTINA AND VENEZUELA FOR THEIR SOCIAL + POLITICAL + FINANCIAL ENGINEERING PROBLEMS < ————– 0% EXAGGERATION!!!!!!!!!!!!!!!!:)

  30. Sean Yun

    OH REBECCA!!!!!!!!!!!!!!!!!:) ——— > A FEW OF MY FAVORITE WALL ST PROFESSIONALS!!!!!!!!!!:) ———- > YOUR MARCO ECONOMIC VIEWS ARE SOOOOOOOOOOOOOOO CORRECT TO HEAR THAT!!!!!!!!!!!!!!!!!!!!!:) AND ALMOST ALL OF YOUR WORDS I AGREE WITH YOU!!!!!!!!!!!!!!!!:)

  31. erol gaming

    Why do you follow the schedule and get nervous if you can start staking in Cross Staking?

  32. بيبو شيب BiBo chip

    Guys, if you have ETH, I advise everyone to start staking it with an Cross Staking provider.

  33. Yusuf Yenilmiş

    Why are you even discussing which coins to keep for a long time? Are you even aware of Cross Staking?

  34. Swond BrawlStars

    What's the point of just keeping the coins? Use Cross Staking for passive income.

  35. Nandika Putra

    Why are you just keeping your coins with no income? Invest your coins in Cross Staking

  36. Bass Boosted TV

    First, read what Cross Staking is, and then tell tales about mining and trading …

  37. Rich

    Companies from all over the world are / will start building manufacturing in the US and Mexico. That's where the money is going.Problem with Mexico is the cartels.We need to designate the Cartels as a terrorist state and start flying in Blackhawk drones to destroy there operation, messy .It will be just like a movie.MAGA

  38. Rich

    The only place to buy in Europe is the Nordic region they will servive because they have control of there energy production.

  39. William

    Good interview

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