Ashley: Inflation Remains Global Concern

The video discusses paradigm shifts in financial markets, focusing on short-term and long-term rate changes, inflation, and the Fed's policy. It examines the outlook for credit markets, potential recession risks, and the stability of credit spreads. The discussion extends to emerging markets, highlighting China's growth and the dollar's valuation. Finally, it explores the implications of yield curve control changes in Japan and their potential impact on global capital flows.

What are the two elements mentioned regarding the short-term outlook for rates?

How have structural disinflationary forces changed in recent years according to the text?

What is the forecast for credit markets in relation to the macro environment?

What factors are influencing the current outlook for emerging markets (EM) according to the text?

What are the potential risks associated with the removal of yield curve control?