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Macro Sunday #33 - A new supply shock? Guest: Dario Perkins

Macro Sunday #33 - A new supply shock? Guest: Dario Perkins

Published 1 year, 11 months ago
Description

We are once again joined by our favourite global macro economist, Dario Perkins of TS
Lombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus?

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Hosts: Andreas Steno & Emil Møller

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