State Street's Gerard: Reflation Trade Prevails

The transcript discusses the economic outlook amid COVID, focusing on policy support and growth prospects. It examines the Federal Reserve's challenges in maintaining policy stability and managing inflation expectations. The conversation also covers inflation predictions, market impacts, and strategies for portfolio recalibration, emphasizing equities and tech sectors.

What is the speaker's perspective on the likelihood of a commodity shock affecting inflation?

How does the speaker suggest portfolios should be recalibrated in response to current economic conditions?

What are the key sectors that the speaker believes will perform well in the current economic environment?