U.S. Inflation to Rise in 1H of 2020: Macro Hedge Advisors

The video discusses the rising inflation indicators, such as gold prices and interest rates, and their implications for the market. It explores the impact of globalization and digitalization on inflation, suggesting these forces are waning. The Federal Reserve's monetary policy is examined, with a consensus that no rate changes are expected, but concerns about inflation persist. The video concludes with a discussion on central bank policies, emphasizing the reliance on econometric models and the potential risks to market confidence.

What factors are contributing to the perception of inflation being in the air?

How have globalization and digitalization impacted inflation trends according to the text?

What is the consensus regarding the Federal Reserve's actions on interest rates?

What are the potential consequences of the Fed's current monetary policy as discussed in the text?

How do econometric models influence the confidence in central banks according to the speaker?