Low Inflation Expectations Probably Go Down Even More, Rosenberg Says

The video discusses the current state of inflation expectations, highlighting structural and cyclical reasons for their decline. It examines the global economic outlook, questioning growth forecasts and the role of leading indicators. The discussion shifts to central banks' dovish policies and potential mistakes due to missed normalization opportunities. Finally, it analyzes inflation data and the concept of a neutral interest rate, questioning the accuracy of current measures.

What are the structural reasons mentioned for low inflation expectations?

How does technology and the transition to 5G impact inflation?

What is the significance of the OECD leading indicator's decline?

What are the implications of central banks becoming more dovish?

Discuss the concept of normalization in the context of interest rates.