Rabobank's Every on Markets, Strategy

The video discusses the current state of financial markets, focusing on inflation, yield curves, and the potential for central banks to intervene. It highlights the disconnection between financial markets and the real economy, particularly in the context of geopolitical tensions involving Russia and Ukraine. The video also examines the strength of the US dollar and the challenges faced by emerging market currencies, as well as the behavior of equity and commodity markets.

What are the potential risks associated with the current commodity markets as mentioned by the speaker?

In what ways does the speaker suggest that equity markets are misjudging the current economic situation?