Daybreak Europe Show Open: The Inflation Expectations Puzzle

The video discusses inflation concerns, highlighting consumer expectations and market predictions. It explores the concept of demand destruction and its potential impact on inflation. The discussion includes market views on inflation, the possibility of stagflation, and investment strategies focusing on value stocks. The video concludes with a comparison between value and momentum stocks, noting the significant price spread.

What factors contribute to the belief that inflation will not lead to stagflation?

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How does the spread between value and momentum stocks relate to current market conditions?

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