Deflation vs. Inflation: Are We at Key Inflection Point?

The video discusses the current economic inflection point, focusing on wage growth and inflation trends in the US. It explores asset allocation strategies to mitigate inflation risks, emphasizing the importance of selecting the right bonds and equities. The discussion extends to potential structural shifts in the global economy, including protectionism and its impact on trade and monetary policy. The video also analyzes political risks in Europe, particularly the widening bond spreads and the euro's vulnerability to political events.

What is the significance of the 3% inflation threshold mentioned in the text?

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What are some asset classes that could provide protection from inflation?

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How might political risks in Europe affect the euro according to the discussion?

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