HG Research's Goetti: Interest Rates Will Remain Low

The video discusses the impact of easy monetary policy and fiscal stimulus on financial markets, highlighting that low interest rates and liquidity have been key drivers. It also explores potential political scenarios, including actions against the incumbent U.S. President, which could lead to social tensions. The discussion then shifts to inflation concerns, noting that despite asset price inflation, the real economy lacks significant inflation due to factors like the output gap and low money velocity.

What concerns are raised regarding the potential stimulus package and its impact on inflation?

What is the speaker's overall stance on the risk of inflation in the current economic climate?