For more information on Laurent Lequeu “The Macro Butler: https://themacrobutler.substack.com/ Laurent Lequeu ‘The Macro Butler’ discusses the impacts of stagflation and inflation on various asset classes. Laurent advises that fixed income assets may underperform while commodities, precious metals, and select equities could thrive. Historical comparisons to the 1970s stagflation underscore the potential for energy and commodity producers to succeed. Laurent also addresses the geopolitical scenarios influencing global markets, the potential future movements of central banks, and specific investment strategies for commodities, energy, and precious metals. Finally, Laurent shares insights on China’s economic shift and the evolving role of central banks worldwide.
