Warning: Cheap Oil Disguising High Global Inflation

The transcript covers global inflation trends, Valiant's financial updates, corporate earnings, and economic trends like stagflation. It discusses GDP growth projections and the influence of FOMC board seats on policy. The conversation highlights the challenges of predicting economic outcomes and the importance of power over price in markets.

What does Ambrose Evans Pritchard suggest about global inflation?

How does the article describe the relationship between energy prices and inflation?

What are the implications of corporate earnings peaking in the second quarter of 2015?

What challenges does Valiant face according to the discussion?

What does the speaker mean by 'power over price' in the context of the labor market?

How do economists view the current inflation dynamics in the United States?

What concerns are raised about the future of inflation expectations?