Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more

<p>Kyle Rodda of Ausbiz talking with James Whelan about earnings, CPI data, the definition of a recession, overcooked rate expectations and how big is the unwinding of the Fed balance sheet really? Spoiler: it's the biggest thing not being talked about.</p><p>Support this show <a target="_blank" rel="payment" href="http://supporter.acast.com/the-bip-show">http://supporter.acast.com/the-bip-show</a>.</p><br /><hr><p style='color:grey; font-size:0.75em;'> See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for privacy and opt-out information.</p>