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What's Driving Global Markets? Live AMA with Raoul Pal

Real Vision: Finance & Investing

00:00

The Importance of a Short Term Framework

Is it possible that we are approaching a deflationary cliff with AI at the same time we're filled with inflation fears? I think inflation headline CPI gets to zero or even negative over the summer. It then picks up again. And what we will then see is the slow effects of owners equivalent rents services inflation, which usually lags on for 18 months. That keeps inflation low coming out of a recession. So I think the probability is that unemployment is sticky coming out of this sticky than expected and inflation is not as rampant. We'll be right back with more of the day's top analysis on Real Vision Daily Briefing.

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