HSBC's Logan Says Inflation Lacks Global Demand Push

The video discusses the role of the oil sector in inflation trends, noting a past supercycle and recent rebound. It highlights low inflation rates globally, especially in G20 countries, due to insufficient demand growth. Methods for tracking inflation, such as bond market expectations, are explained. The forecast suggests a slight increase in inflation over the next six months, but not exceeding 2%, with minimal market impact.

What role do major investment houses play in the perception of inflation rates?

Discuss the implications of a potential increase in inflation on the markets.