Pictet's Gaud on Inflation and Interest Rates

The video discusses the potential rise in inflation and its effects on global sectors, emphasizing the importance of pricing power. It highlights the improved health of commercial banks and their role in enhancing liquidity and global trade. The discussion also explores the impact of the internet on economic growth and inflation, suggesting that low inflation could benefit equities. The video concludes with an analysis of the unusual recovery cycle and structural changes in the global economy, noting the flexibility of central banks and the positive implications for equity opportunities.

What are the implications of central banks tightening their policies gradually?

How does the health of commercial banks affect global trade and liquidity?

In what ways might the Internet and technological changes impact economic growth and inflation?

Discuss the potential benefits and drawbacks of low inflation in the current economic climate.

What factors contribute to the slow recovery cycle observed in the US economy?