Inflation remains above central bank targets, government debt continues to grow, and investors are questioning whether the global economy has entered a different era.

The debate extends far beyond interest rates. AI investment, rising demand for commodities, demographic shifts, and growing fiscal deficits are all unfolding at the same time, challenging many of the assumptions that guided markets over the past decade. Are these temporary disruptions, or signs of a lasting structural change?

Philippe Gijsels, chief strategy officer at BNP Paribas Fortis, joins Market Insider to discuss the forces influencing today’s global economy. He shares his perspective on inflation, debt, AI, commodities, geopolitical developments, and the long-term trends he believes investors should be paying attention to as they evaluate today’s markets.

Views expressed in this video are opinions of the host and guests and do not necessarily reflect the views of The Epoch Times.