Why Are We Seeing a Two Inflations Story?

The video discusses inflation trends in the US, focusing on CPI and PCE indicators, and the potential impact of Trump administration policies. It also explores currency trade strategies involving the euro and Swedish krona, highlighting the economic conditions in Sweden. Additionally, the video examines European political risks and their influence on bond yields and inflationary pressures, considering the role of US Treasurys and international relations.

What trade does the speaker mention involving the euro and the Swedish krona?

What risks does the speaker identify regarding European sovereign debt?

How might European political risk influence US Treasury yields according to the discussion?