Daybreak Europe Show Open: Reopen Revival

The video discusses the current market conditions, focusing on various peaks such as recovery, growth, and equities. JP Morgan's analysis, led by Kolanovic, highlights the impact of the Delta variant subsiding and persistent inflation due to supply frictions and accommodative monetary policy. The discussion includes the reflation trade's potential outperformance, market risk, and the influence of CPI on bond markets. The sentiment is risk-on, with a focus on Japan and the potential for market volatility.

What does the speaker mean by 'the market is very long tips'?

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What are the implications of the CPI prints on the bond market as mentioned in the text?

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