RBCWM's Carrier: Overweight, U.S., EU, China

The video discusses the potential for inflation to be more enduring than previously thought, with short-term inflationary pressures due to shortages and monetary policy. However, long-term deflationary pressures, such as aging populations, are expected to counterbalance this. The yield curve flattening is seen as temporary, with expectations of a return to normal as US infrastructure plans progress. In terms of asset allocation, a modest overweight in equities is maintained, with a focus on value stocks and sustainable technologies. Financials are highlighted as a sector with opportunities due to increasing dividends and buybacks.

What factors are mentioned that could exert downward pressure on inflation?

What are the potential long-term implications of inflation according to the text?

What is the speaker's perspective on the current state of equities in the market?

How does the speaker view the relationship between GDP growth and value stocks?

What opportunities does the speaker identify in the financial sector?