Anand: Luxury Prices Suffer From Absence of Inflation

The video discusses European inflation data for luxury goods, focusing on handbags and accessories. It analyzes revenue growth in the luxury sector, highlighting the importance of pricing and volume growth. The discussion then shifts to potential market risks, including interest rate predictions and geopolitical events like Brexit. The video suggests that investors should consider the possibility of inflation surprising on the upside, which could affect market leadership and portfolio strategies.

What is the consensus opinion regarding interest rates according to the discussion?

What should investors consider regarding inflation and interest rates in the coming months?