Burgess: Looking at a Two-Tiered World on Inflation

The video discusses global economic conditions, focusing on inflation trends in North America and Europe. It highlights political and financial risks in Europe, particularly due to upcoming elections and undercapitalized banks. The potential mispricing of markets and the impact of a strong dollar on risk assets are analyzed. The discussion also covers market volatility, investment strategies, and complex global risks, including Chinese debt and Brexit. The overall positive momentum in markets is attributed to optimism about US growth and a looser fiscal regime.

How do you view inflation in the context of North America compared to the rest of the world?

What are the potential impacts of rising oil prices on inflation?

What challenges does Mario Draghi face regarding inflation and political risk in Europe?

In what ways could a strong dollar appreciation affect global financial markets?

What factors contribute to the complexity of the current market environment?