Published On Streamed live on Mar 12, 2024
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Sven Henrich, founder and lead market strategist of NorthmanTrader, joins Maggie Lake to discuss the market’s response to this morning’s CPI release, the strengths and weaknesses he’s spotting in this environment, and the forces driving the ongoing rally in risk assets.
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00:00 - Intro
01:00 - Inflation Data and The Market Rally
08:40 - The Deficit
18:40 - Can we resolve the doom loop?
24:30 - Is there anything you see an opportunity in?
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