Kim Forrest on GDP Growth, Inflation, Second Half of 2021

The video discusses market trends, emphasizing the importance of technology and consumer discretionary sectors. It advises staying invested in the market despite potential downturns, highlighting the unpredictability of market surprises. The discussion contrasts growth and value investments, noting Wall Street's preference for growth. Expectations for bond yields remain low due to global economic conditions, including the impact of COVID-19. The video concludes with insights on inflation, suggesting it will be transitory, driven by reopening demand and productivity improvements.

What factors does the speaker believe will influence bond yields in the foreseeable future?

How does the speaker relate the Delta variant to market behavior?

What are the speaker's thoughts on the long-term trends in inflation?