Interessant interview waarin Daniël Lacalle vertelt hoe hij kijkt naar de teruglopende rendementen op Amerikaanse staatsleningen.

In a wide ranging discussion Daniel Lacalle, chief economist at Tressis, tells IGTV’s Jeremy Naylor that despite yields falling, indicating a disturbed market, there remains protection in the US bond market and alongside this equities remain a good option. However, deflation remains a risk and having learned the lessons from Japan over the last three decades, Lacalle says that he fully expects ‘disinflation’ to occur with the situation reinforced with action like that recently undertaken by China to devalue its currency.

Duur: 14:29

Publicatie 13 augustus