StanChart's Gill on Inflation, Market Volatility

The video discusses the impact of Fed communication on investment strategies, highlighting the potential for inflation and the constructive case for risk assets. It explores the relationship between the dollar and treasury yields, predicting short-term dollar strength but long-term weakness. The video also analyzes the significant inflows into the NASDAQ ETF, considering the implications for the technology sector and value-oriented sectors. Finally, it examines the Suez Canal blockage's short-term impact on oil supply and the importance of vaccination progress for demand recovery.

What are the potential short-term impacts of the Suez Canal blockage on oil prices?

How do short-term supply events affect commodity prices, particularly oil?

What are the long-term expectations for oil demand recovery, and what factors influence this?