Deflation Has Increased in Last 6 Months: Shvets

The video discusses the fluctuating trends in Japan equities, the impact of a strong U.S. dollar, and the deflationary pressures affecting global markets. It examines the reasons behind falling oil prices, challenging the traditional demand-supply narrative, and highlights the role of financialization and liquidity. The discussion extends to the actions of central banks, particularly the Federal Reserve, and their potential responses to low inflation. The video concludes with an economic outlook for 2015, emphasizing the challenges and opportunities for bonds, cash, and equities.

What is one of the main factors driving inflation down globally according to the first section?

• Strong U.S. dollar

• High commodity prices

• Rising interest rates

• Increased global demand

In the first section, what is the relationship between nominal GDP growth rates and inflation?

• They fluctuate independently

• They are inversely proportional

• They are directly proportional

• They are unrelated

What does the speaker suggest is the main driver of commodity prices in the second section?

• Demand and supply

• Technological advancements

• Government policies

• Financialization and liquidity

What challenge does the speaker pose regarding the traditional view of oil price changes?

• The role of renewable energy

• The impact of geopolitical tensions

• The accuracy of demand and supply models

• The influence of climate change

According to the third section, what might the Federal Reserve consider to manage the economic situation?

• Increasing taxes

• Reducing U.S. dollar supply

• Implementing QE4

• Raising interest rates

What is the speaker's view on the central banks' ability to influence inflation outcomes?

• They are still capable

• They are powerless

• They are too aggressive

• They are irrelevant

What is the expected impact of disinflation on bonds and cash as discussed in the final section?

• Uncertain impact

• Positive impact

• No impact

• Negative impact