Markets Are Pricing In a Recovery for 2021: Quadratic's Davis

The video discusses the optimism in financial markets for a recovery in 2021, driven by expectations of herd immunity and a return to normalcy. It explores inflation expectations, central bank strategies, and the potential for interest rate hikes. The discussion includes strategies for inflation-protected investments and the impact of fiscal spending on markets, particularly the property market, amid deurbanization trends.

What are the potential risks of creating another property bubble in the current economic climate?

How do interest rates affect property prices in the context of economic recovery?

What trends are observed in the property market due to the current economic situation?