Deutsche Bank's Folkerts-Landau on Russia, Global Rates

The video features a discussion with David Fokkers Landau on the global economic impacts of inflation, the war in Ukraine, and Russia's influence. It covers the potential consequences of monetary policy decisions by central banks like the Fed and ECB, and the unexpected resilience of the economy despite rising interest rates. The conversation also touches on the indirect effects of the war on investor sentiment and defense stocks, and the challenges faced by policymakers in balancing fiscal and monetary policies.

What are the potential impacts of the war in Ukraine on the global economy?

How does the current situation in Russia affect market sentiments?

Discuss the significance of technological innovation in improving productivity in the medium term.

What are the challenges faced by central banks in managing inflation and recession?

What are the implications of the fiscal and monetary policy dynamics mentioned in the discussion?