Alberto Gallo ve "burbujas especulativas en todo el mercado".

The video discusses the economic impact of hurricanes, noting that while they reduce GDP by 0.3%, recovery through reinvestment is typical. It highlights the lack of inflation and the Fed's reliance on outdated models like the Phillips Curve. Structural changes, such as shifts in job sectors and demographics, are also examined. The video addresses the Fed's leadership challenges following Stanley Fischer's resignation and suggests a slower interest rate hike path. It concludes by identifying the real issues as lack of inflation and corporate tax reform, rather than weather events.

What percentage of GDP was shaved off by the hurricane in 2017?

How does the speaker describe the Phillips Curve in relation to current economic conditions?

What are the two main issues facing the Federal Reserve according to the text?

What does the speaker suggest is an excuse for the slower hiking path of the Fed?

What factors are mentioned as contributing to the lack of inflation?