AllianceBernstein's Zeng on U.S. Inflation, Evergrande

The video discusses the current state of inflation, highlighting that both headline and core inflation are above expectations. It explores the persistence of inflation in service sectors like rents and medical care. The discussion shifts to investment strategies in an inflationary environment, suggesting a short duration approach and exploring Asian credit. The focus then moves to China's property market, examining the challenges faced by developers like Evergrande and the implications for foreign investors. The video concludes with a discussion on the long-term structural challenges in China's property market and the potential ripple effects on the global economy.

How does technology influence inflation according to the discussion?

What is the significance of the Fed's actions in relation to inflation expectations?

What are the potential ripple effects of China's economic situation on the US and Asia?