NTAM's Sturkenboom on Inflation, Rising Energy Prices

The video discusses the repricing of markets due to stagflation concerns, the persistence of inflation, and the Fed's response. It highlights the transition to sustainable growth and investment strategies, focusing on developed markets. The Evergrande crisis and its impact on China's economy are also analyzed, with a focus on potential debt restructuring and market implications.

What are the expectations regarding gas prices and their relation to winter weather?

How does the text describe the transition from pandemic recovery to sustainable growth?

What are the implications of the Chinese government's actions on the economy as per the text?