Rabobank's Every on Inflation, Stagflation, Deflation

The transcript discusses the complexities of economic risks, focusing on inflation, stagflation, and deflation. It highlights the challenges of predicting economic outcomes and the role of stimulus. Goldman Sachs' strategy on the dollar is examined, considering the impact of inflation and interest rates. The potential for real rates to turn positive and the implications for global markets are also explored.

What are the potential outcomes discussed regarding inflation, stagflation, and deflation?

How does the speaker view the effectiveness of stimulus packages in addressing economic issues?

What factors are influencing the current stance of Goldman Sachs on the dollar?

How might stagflation impact the dollar according to the discussion?

What risks are associated with real rates potentially going positive this year?