UBS's Gordon: Inflation Going to Be Weaker Than Expected

The video discusses the current economic landscape, focusing on inflation trends and the Federal Reserve's policy decisions. It highlights the market's expectations for interest rate changes and the potential impact on consumer and industrial sectors. The discussion also covers global investment opportunities, particularly in emerging markets like India and Indonesia, and the dynamics of currency carry trades.

How does the speaker view the current state of the industrial side of the economy?

What structural positives does the speaker see for Indonesia?