Deutsche Bank: The Short-Term Fear Is Deflation Rather Than Inflation

The video discusses the current economic landscape, focusing on low interest rates, central bank actions, and inflation concerns. It highlights the role of private equity and asset inflows, noting that bond market returns have rebounded. The capital market is experiencing high issuance volumes, raising questions about potential inflation. However, the current economic environment is not typical, with increased savings and a risk of deflation rather than inflation.

Discuss the relationship between unspent capital in private equity firms and the current asset inflows.

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What evidence does the speaker provide to suggest that the bond market is performing well?

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