JPMorgan AM Favors Europe, Craig Says

The video discusses the recent US jobs report, highlighting its mixed signals for central banks, particularly the Fed. It explores the impact of the Delta variant on emerging markets, emphasizing the importance of vaccination rates. The discussion shifts to global economic momentum, inflation, and bond yield projections, with a focus on the US 10-year yield. Finally, it analyzes the performance of growth versus value stocks, considering market conditions and investor strategies.

What are the implications of rising inflation for bond yields and investment strategies?

How does the current economic momentum around the world affect the growth outlook for different regions?

In what ways are cyclical parts of the market expected to perform as the economy improves?