Inflation, public debt, oil companies, logistics failure, pandemic. Christopher Dembik Saxo Bank

Inflation, public debt, oil companies, logistics failure, pandemic. Christopher Dembik Saxo Bank

Публикуем англоязычную версию разговора руководителя Finversia Яна Арта и главы отдела макроэкономического анализа Saxo Bank Christopher Dembik.
We are publishing an english version of the conversation between head of Finversia Yan Art and Saxo Bank Head of Macro Analysis Christopher Dembik.

Inflation in Russia and in the global world. US Dollar inflation. Global driver of inflation — commodity prices. Systemic failure in global logistics. The COVID-19 pandemic and it’s impact on the global economy: nothing is over yet. ESG agenda: how it affects the economy. Nuclear energy or renewable energy sources. Can the world be disappointed with ESG ideas? Payment for «сlean world» — the rise in taxes and prices. Prospects of mineral-dependent countries. Global debt growth and impoverishment of Earth population. Strong increase of interest rates in the world is hardly possible. Bonds are not a defensive asset for private investors. Whatever happens — it’s better to invest in stocks. Japan’s stock market is showing signs of recovery. Diversification of investment portfolios by industry and countries. Prospects of the oil companies. Which factors, indicators and multipliers an investor should take into account today.
These and other topics are discussed by Finversia Editor-in-chief Yan Art and Saxo Bank Head of Macro Analysis Christopher Dembik.

➛Интервью на русском — https://youtu.be/B97jUX0-GOA
➛Inflation will go global. Dollar to smoothly depreciate. Yan Art and Steen Jakobsen Saxo Bank — https://youtu.be/qbz4WwmXfkw
➛US Dollar outlook and the end of the year. Yan Art and John Hardy Saxo Bank — https://youtu.be/PhhBRH1Ly3A

⏰TIME CODES:
00:00 — Intro
00:13 — Inflation in Russia and in the global world
05:51 — ESG agenda: how it affects the economy
12:04 — Global debt growth and impoverishment of Earth population
16:35 — The rise of interest rates
19:38 — It’s better to invest in stocks
20:48 — Bonds are not a defensive asset
21:46 — Japan’s stock market is showing signs of recovery
22:50 — Diversification by industry and countries
26:58 — Prospects of the oil companies
28:53 — Which factors, indicators and multipliers an investor should take into account today

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