Fiscal Push Is Coming in Europe: Saxo Bank's Jakobsen Says

The video discusses the global trend of low bond yields and interest rates, particularly in Europe, and their impact on savings and investments. It highlights the challenges faced by pension funds and the shift towards private investments. The discussion moves to the export of capital from European countries and the limited room for monetary policy, suggesting a shift towards fiscal policy. The rise of green politics and its influence on inflation and corporate costs is also examined.

What are the potential consequences of low bond yields on pension funds?

How does the current monetary policy affect investment opportunities?

What factors are contributing to the current account surplus in European countries?

In what ways might fiscal policy respond to the limitations of monetary policy?

How is the rise of green politics influencing corporate behavior and costs?