Markets More Choppy in Second Half, Says RBC’s Carrier

The video discusses recent market trends, highlighting a shift from tech stocks to cyclical sectors. It emphasizes the importance of a balanced investment strategy, suggesting a mix of defensive and cyclical stocks. The bond market's recent movements are analyzed, with a focus on economic indicators showing positive trends. The global economic outlook is cautiously optimistic, with recovery expected to take time, particularly in the US.

What impact did the second wave of the pandemic have on economic indicators according to the speaker?

What is the speaker's outlook on the economy's return to pre-crisis levels?