LGT Bank's Hoffer: Markets Anticipating Big Rebound

The transcript discusses market reactions to the global vaccine rollout, highlighting optimism and challenges. It examines the Federal Reserve's policy stance amid economic uncertainties, focusing on inflation and labor market conditions. The discussion also covers investment strategies, emphasizing US and European markets, and the impact of fiscal stimulus on treasury yields.

What is the market's general expectation for the economic rebound in 2021?

• A powerful rebound in the second half

• A strong rebound in the first quarter

• No rebound expected

• A weak rebound throughout the year

What is the Federal Reserve's likely approach to inflation according to the transcript?

• Immediate action to curb inflation

• No concern for inflation

• Tolerant of above-trend inflation if accompanied by job creation

• Strict control over inflation

What is the main challenge mentioned in relation to the Federal Reserve's policy?

• High unemployment rates

• Lack of public health measures

• Excessive reliance on central banks

• Rising interest rates

What is the investment advice given regarding US assets?

• Focus solely on European markets

• Be aggressive with US equities

• Maintain a defensive stance

• Avoid US assets completely

What factor might influence the volatility of treasury yields?

• Global oil prices

• European economic policies

• US fiscal stimulus size

• Asian market trends