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?

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

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

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

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What opportunities does the speaker identify in the financial sector?

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