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PodcastMacro MondaysOctober 19, 2026

Is Inflation About to Derail the Rally?

Solo host Andreas Steno argues inflation momentum may peak soon, AI capex funding stress is overstated, France credit spreads are widening, and midterm uncertainty is typical.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.