State Street's Kassam on Global Markets

The video discusses the current state of US equities, suggesting a potential shift in economic growth to Europe due to better vaccine profiles and ongoing stimulus. It highlights the fragility of markets in response to COVID-related news, emphasizing the risk of overreactions. The discussion also covers the nature of inflation, arguing that it remains transitory, though it may persist longer than central banks are comfortable with.

In what ways does the speaker suggest that the economic momentum will shift from the US to Europe?

What is the speaker's perspective on the COVID risk assessment in relation to global markets?