Cyclical, Value Trades Have Room to Run, JPM’s Lebovitz Says

Cyclical, Value Trades Have Room to Run, JPM’s Lebovitz Says

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Interactive Video

Business

University

Hard

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The video discusses the potential for economic recovery and value-oriented trade, highlighting the role of interest rates and inflation expectations. It forecasts growth rates and the impact of an infrastructure package, suggesting a deceleration in growth by 2023. Key issues for investors include the surge in economic activity and its effect on company profits.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What does the teacher suggest about inflation expectations and their effect on the economy?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What concerns does the teacher express about the sustainability of economic activity?

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