In this week’s episode of The Macro Setup, Guy and Dan discuss conflicting data about inflation, once-hot stocks cooling off, Cathie Wood’s ARKK ETF, and how recent lockdowns could put supply chains at risk. They were joined by Daniela Sabin Hathorn, analyst at DailyFX, who discussed bitcoin at a critical level, crude’s run above $70 and the Nikkei at twenty-year highs. Brought to you by presenting sponsors IG and OpenExchange. 

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