Deflation Has Increased in Last 6 Months: Shvets

The video discusses the fluctuating trends in Japan equities, the impact of a strong U.S. dollar, and the deflationary pressures affecting global markets. It examines the reasons behind falling oil prices, challenging the traditional demand-supply narrative, and highlights the role of financialization and liquidity. The discussion extends to the actions of central banks, particularly the Federal Reserve, and their potential responses to low inflation. The video concludes with an economic outlook for 2015, emphasizing the challenges and opportunities for bonds, cash, and equities.

How does the text describe the impact of liquidity on commodity prices?

What does the text suggest about the future of interest rates and bond yields?

What are the implications of disinflation for different asset classes as mentioned in the text?