Why the Declining Inflation Expectations?

The video discusses the current economic trends, focusing on inflation and interest rates, and how these are perceived by the market. It highlights the role of technology in shaping market dynamics and increasing profit margins. The conversation also touches on the social and political implications of these economic changes, particularly income inequality, and references the work of Piketty.

What does the yellow line represent in the context of the 10-year break-even rate?

How have the odds of interest rate increases changed since mid-September?

What are the implications of profit margins reaching all-time highs?

In what ways does technology influence productivity and profit margins?

What social and political risks are associated with structural changes in the economy?