This week, it’s all about inflation, with the April CPI, PPI, and Import Prices reports due. Michelle Girard of Natwest Markets Securities joins us to discuss whether she expects today’s CPI report to reinforce the Fed’s current projected rate path. Plus, the Department of Commerce’s investigation into 17.5 gigawatts of solar capacity installations may threaten nearly 66% of the U.S.’ energy plans. Marcelo Ortega of Rystad Energy joins us to break down exactly how this freeze happened. And, Kamakshya Trivedi of Goldman Sachs says that more money is being concentrated in dollars due to the selloff in stocks and bonds. He joins us to give us his thoughts on the demand for major currencies and the likelihood of a recession. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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