Real Rates, Inflation, China Equities: 3-Minute MLIV

The video discusses inflation, real rates, and their impact on markets, highlighting short-term trends and bear cycles. It examines ECB policies, inflation concerns, and the economic outlook, with a focus on China's growth prospects and market performance.

What are the potential consequences of a deep recession on inflation and equities?

Discuss the outlook for Chinese equities in the context of global market conditions.