ADCB's Malik Sees Signs of Persistent Inflation

The transcript discusses the economic forecast, highlighting a rise in consumer demand as the economy reopens. It examines inflation concerns, particularly among older demographics, and the potential for stagflation. The conversation shifts to the implications of the CPI on the dollar and the Federal Reserve's response, including potential tapering. Finally, it analyzes bond yields and market expectations, considering factors like inflation and COVID-19.

What are the implications of the CPI number on the dollar's performance?

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How have bond yields changed from Q1 to Q2 according to the discussion?

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What does the speaker suggest about the Fed's communication regarding inflation?

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