JPM’s Kelly Sees Economic Boom All Around the World by Year’s End

The transcript discusses economic growth and disinflation trends, highlighting the impact of income inequality on inflation. It examines the pandemic's effects on employment and the economy, predicting a recovery as vaccinations increase. The discussion also covers the political landscape's influence on equities and fiscal policy, with a focus on the Biden administration's potential actions.

What implications does the speaker foresee regarding the recovery to pre-pandemic economic conditions?

How does the speaker view the potential for a moderate agenda in the Biden administration?

What is the speaker's perspective on the impact of rising yields on fiscal policy?