US Inflation Has Peaked, Says Goldman Sachs's Moe

The video discusses the implications of US inflation on various asset classes, highlighting the potential for a downside surprise and its impact on financial conditions and Fed policy. It also covers the underperformance of Asia Pacific equities over the past decade, attributing it to factors like trade dynamics and technology disruption. The analysis suggests a moderate improvement in the region's future performance. Additionally, the video examines Indonesia's market, noting its strong performance and potential for continued growth despite some near-term challenges.

How do technology disruptions affect Asian companies compared to US companies?

What is the expected earnings growth for Asia Pacific equities over the next five years?

What are the near-term issues facing Indonesia's market, and how do they impact the investment outlook?