BlackRock: Overweight European Stocks, China Bonds & Inflation Linkers

The video discusses the stock market's reaction to energy trends, particularly oil prices, and their impact on risk assets. It explores the potential for oil prices to reach $100 and the implications for global economic recovery and inflation. The discussion also covers investment strategies, focusing on bonds and equities, with a particular interest in Chinese government bonds and policy bank bonds.

What does the chart on backwardation indicate about the market's expectations?

How have inflows into energy ETFs and oil and gas explorers changed year to date?

What are the implications of oil prices moving above $80 for risk assets?

What factors are driving the global economic recovery according to the discussion?

How does the speaker view the relationship between crude oil prices and inflation?