Looking Beyond China’s GDP Growth

The video discusses the potential misfocus on deflation instead of inflation and its impact on earnings. It explores the relationship between bonds and equities, noting that inflation could alleviate pressure on earnings. The video also examines inflation indicators, employment trends, and central bank policies, highlighting the Fed's cautious approach to tightening and the ECB's commitment to low rates.

What impact does an upturn in inflation have on earnings pressure?

How might a large-scale sell-off in the bond market affect equity valuations?

What are the potential sources of upward pressure on wages mentioned in the text?

What is the Fed's stance on inflation and how does it influence their actions?

What factors contribute to the ECB's commitment to low rates for an extended period?