Natixis' Dwek: Reflation Trade Not Over

The video discusses inflation concerns, asset management strategies, and market reactions. It explores inflation expectations, the performance of the technology sector, and market rotation. Additionally, it covers commodity exposure and market opportunities, emphasizing the potential for growth in the energy and materials sectors.

What warning does JP Morgan's Kolanovic raise regarding inflation?

How do central banks view higher inflation in the current economic context?

What changes are asset managers considering in their allocations due to inflation?

What is the general sentiment regarding sustained higher inflation and its impact on the Fed's actions?

What are the implications of fiscal spending from the Biden administration on inflation?

How does the current market situation affect technology stocks despite strong earnings?

What potential do commodities have in the current economic climate according to the discussion?