LO's Monier: Stay Invested in Risk Assets

The video discusses economic growth and inflation trends, highlighting a slowdown in growth to normal levels for China, the US, and Europe. It emphasizes the transitory nature of inflation and the market's reaction, particularly the Bloomberg Dollar Index. The discussion also covers the overvaluation of the US dollar and the impact of rising energy prices, with a focus on oil prices and OPEC's role in supply adjustments.

What is the expected normal growth rate for the Chinese economy according to the discussion?

• 9%

• 5%

• 2%

• 6%

How does the speaker describe the current inflation trend in the US?

• Permanent

• Transitory

• Deflationary

• Hyperinflationary

What is the speaker's view on the future movement of the US dollar?

• It will significantly strengthen

• It will remain range-bound

• It will collapse

• It will become the strongest currency

What recent change in energy prices is highlighted as a risk not making top headlines?

• Increase in gas prices

• Drop in nuclear energy prices

• Decrease in coal prices

• Stability in solar energy costs

What is the expected price range for oil in the foreseeable future?

• $80 to $90

• $90 to $100

• $60 to $70

• $50 to $60