UBS's Donovan: Inflation Is the New Risk

The video discusses inflation issues in the US and Japan, highlighting Japan's unique challenge of a deflationary wage mindset amidst inflationary price expectations. It then shifts focus to China's economic strategy, particularly its currency management in response to dollar strength. Finally, the video explores the rise of populism and its underestimated impact on financial markets, drawing lessons from events like Brexit and upcoming global elections.

Discuss the impact of income inequality on political sentiments as described in the text.

What are the differences between the average foreign exchange dealer and a typical populism supporter?