
← Radar Podcast26 jun · 32 min
Disinflation Is Here And It Could Crash The Market
Disinflation Is Here And It Could Crash The Market
<p>We break down why the inflation scare is already fading, with the 4.2% print looking transitory off tariffs and Iran rather than real consumer demand. Then we get into the two-economy split, the price insensitive hyperscalers bidding up memory while Micron has record margins and the consumer gets crushed.Learn More: www.market-radar.com</p>