Croatia Is a Big Winner from EU Recovery Fund, LGIM's Roe Says

The video discusses the potential lifting of COVID restrictions and its impact on markets, particularly travel and leisure. It covers the vaccine rollout in Europe and its positive effects, while questioning the adequacy of the European Recovery Fund. Croatia is highlighted as a beneficiary of the fund, with prospects of joining the euro. The video also examines the influence of rising oil prices on inflation, considering factors like OPEC's supply and US shale production under Biden's policies.

What is the significance of the statement 'too little, too late' in the context of the European economic recovery?

What factors are influencing the current oil prices and their relation to inflation expectations?

How does the market perceive the relationship between higher oil prices and sustained inflation?