Markets in 3 Minutes: Oil Strength Threatens Tactical Calls

The video discusses the current state of oil prices and their impact on inflation and economic growth, particularly in the US. It examines the potential effects on the US dollar and yields, considering possible Federal Reserve actions. The video also covers market events and risk aversion in Asia and Europe, highlighting the lack of significant surprises from central banks. Additionally, it addresses China's currency challenges and capital outflows, emphasizing the importance of the trade-weighted basket.

What is the anticipated impact of inflation on growth as discussed in the text?

What macroeconomic narrative is expected to emerge after the September Fed meeting?