How Wall Street Views the U.S. Inflation Path

The video discusses the current state of inflation, the Federal Reserve's strategy, and expert opinions on market trends. It covers the Fed's patience with inflation, allowing it to run over 2%, and the potential impacts on risk assets. Experts debate inflation pressures, with some seeing bullish trends for risk assets due to global economic conditions. The discussion also touches on global disinflation and market predictions, highlighting the importance of understanding inflation dynamics in the current economic climate.

What is the general sentiment about the future of risk assets in relation to inflation?

In what ways do the participants believe global economic conditions might affect U.S. inflation?