Episodes
Thursday Jan 20, 2022
Konstantin Boehmer on inflation and its effects on markets
Thursday Jan 20, 2022
Thursday Jan 20, 2022
In this episode, Matt Schnurr joins Konstantin Boehmer, Senior Vice President, Co-Lead of the Fixed Income Team, and Head of Global Macro at Mackenzie Investments, to discuss inflation. They go over where inflation levels are likely to reside, what are the Fed's reactions, and if food and oil prices will create a challenge for developing markets.
Version: 20241125