U.S.-China Talks Have Limited Impact on Markets Amid Ongoing Dispute: BNP Paribas

The video discusses the ongoing US-China trade talks and their limited impact on the market due to prolonged negotiations. It highlights the challenges in identifying positive market catalysts amidst various global risks like Brexit and Italian elections. The role of central banks, particularly the ECB and Fed, in influencing market expectations is examined. The potential impact of inflation on the Fed's rate decisions is also analyzed, with a focus on how tariffs might affect core inflation and growth.

What risks are associated with the central banks' actions as mentioned in the text?

How might inflation impact the Federal Reserve's decision-making regarding interest rates?