What factors contribute to the current inflation expectations mentioned in the text?
The Depth and Duration of Disinflation

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2.
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How do real inflation-adjusted interest rates in China compare to those in other countries according to the discussion?
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3.
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What is the relationship between gold demand and the performance of the Chinese stock market as described in the text?
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What are some potential actions the ECB could take to address inflationary pressures?
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What are the structural fragilities of the euro that could affect its long-term value?
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How does the discussion characterize the relationship between gold and the dollar?
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7.
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Discuss the implications of negative interest rates on gold investment as mentioned in the conversation.
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