Reflation Is Still the Name of the Game, Says JPMorgan's Yeo

The video discusses the current economic environment, focusing on reflation and its impact on stock markets. It highlights the potential for economic growth and inflation, driven by vaccine rollouts and consumer demand. The discussion covers market volatility, investment strategies favoring equities over bonds, and the risks associated with liquidity withdrawal by the Federal Reserve. Additionally, it touches on the importance of US-China relations and their influence on global markets.

What does the term 'reflation trade' refer to in the context of this discussion?

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What factors contribute to the attractiveness of equities compared to bonds?

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How might rising bond yields affect the market dynamics according to the discussion?

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