Andreas Steno and Mikkel Rosenvold of Steno Research are back to discuss Putin and Trump's meeting in Alaska, what the latest economic data prints mean for markets, the Fed's Jackson Hole conference, and the scenario that markets are mispricing.⁠ • 💸 Portfolio Performance & PPI: Asset managers have seen strong returns since April 📈 — and that’s influencing the Producer Price Index (PPI). It’s not just inflation... it's inflated by profits! 🏦💼 • 🛑 Tariff Shock Absorbed: Many companies are holding off on passing tariffs to consumers. Why? Because inflation can’t truly spread without a major expansion in the money supply. No new money, no real price spike. • 🔄 PPI vs CPI Mystery Solved: Ever wonder why PPI is rising but CPI isn’t? It’s simple — businesses aren’t transferring the cost burden to customers. Without a monetary surge, inflation stays limited. 🤔📉 #Inflation #RealVision #CPI #PPI #Markets #Economy #Tariffs #AssetManagement #MonetaryPolicy #FinanceExplained #MoneySupply 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com 📣 Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw