The Week Ahead: FOMC Minutes, China GDP & U.S. Treasury's Currency Report

The video discusses the economic outlook for China, focusing on currency stability and trade surplus. It examines the impact of rising mortgage rates on housing affordability and the potential consequences of labeling China a currency manipulator. The discussion shifts to European economic issues, particularly Italy's budget concerns. The video concludes with an analysis of inflation, productivity, and wage dynamics, highlighting the disconnect between corporate and official economic data.

What are the potential reasons for the discrepancy between corporate America and official economic data regarding price pressure?

In what ways could productivity influence wage inflation and overall economic growth?