Markets Happy Hour Podcast November 14, 2024

A brief look back at themes and market movements so far this week:

• Inflation - is it now tamed, or is the 3.3% core level too high for comfort? Why inflation is more complex than a single number - we look at the cumulative effect of inflation and how it is such an inherently subjective measure
• The focus - on both sides of the Atlantic - on saving money whether through the to be created "Department of Government Efficiency" in the US or the "Office for Value for Money" - will this be inflationary or the opposite?
• The new importance of truth - where we get our truths and why this will matter more and more as time goes on.