Has US Inflation Peaked at 9.1%?

The video discusses the current state of inflation, highlighting that it may not have peaked yet. Market participants are focusing on commodity prices, despite a drop in soft commodities. Bloomberg Intelligence suggests that optimism about inflation might be misplaced, as private PMI readings show high input costs, especially in the services sector. The video also explores the implications of inflation expectations on Asian bonds, noting potential negative returns and a possible increase in yields.

What is the main focus of market participants according to the first section?

• Commodity prices

• Real estate values

• Interest rates

• Stock market trends

According to Bloomberg Intelligence, which sector is showing more than 80% of firms reporting high input prices?

• Manufacturing

• Technology

• Services

• Agriculture

What does Bloomberg Intelligence suggest about optimism around inflation readings?

• It is well-founded

• It could be misplaced

• It is irrelevant

• It is overly pessimistic

What is the current yield of Asia investment grade bonds mentioned in the final section?

• 3.5%

• 4.57%

• 6%

• 5.2%

What potential yield could Asia investment grade bonds reach according to the analysis?

• 6%

• 7%

• 4%

• 5%