Credit Suisse Says 'Not Yet' for Meaningful Inflation Fears

The video discusses the shift from deflation to inflation concerns, highlighting that while inflation fears are rising, significant inflation is not yet imminent. Economic forecasts remain stable, with some sectors showing more activity than others. Goods sector inflation is influenced by global factors like oil prices and trade wars, while services remain stable. High factory utilization worldwide could push goods prices up, but healthcare and housing keep services inflation calm.

What role does the trade war play in the inflation discussion?

In which sectors does the speaker believe inflation is being kept in check?