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

We are once again joined by our favourite global macro economist, Dario Perkins of TSLombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus?This is your last chance to get 30% off on your yearly subscription atwww.stenoresearch.com - use macro30 to get 30% off today!Hosts: Andreas Steno & Emil MøllerIf you enjoy our content, Please subscribe to our Youtube Channel ➡️ https://tinyurl.com/23hp3vah#podcast #econ...