Reflation Trade Will Drive Markets For Next Year: Tribeca’s Liu

The video discusses the impact of a larger-than-expected stimulus package in the US on market expectations and opportunities, particularly in commodities and cyclical sectors. It highlights the importance of the reporting season in understanding earnings and market recovery. The discussion also covers pandemic-sensitive stocks, focusing on sectors benefiting from lockdowns and those expected to recover as restrictions ease.

What are the two types of sectors mentioned in relation to pandemic sensitivity?

What trends are expected in the sectors impacted by lockdowns over the next six months?