JPM’s Kelly Says V-Shaped U.S. Recovery to ‘Slow A Lot’ in 4Q

The video features a discussion with JP Morgan's Chief Global Strategist on the current economic recovery, which is expected to slow down. The strategist advises caution in investment strategies, highlighting the risks of momentum stocks and the importance of valuations. He predicts potential market corrections and a return to single-digit returns. The discussion also covers sector performance, with a focus on tech stocks and the value vs. growth debate. Finally, the video provides projections for GDP growth and employment, considering the impact of the pandemic and demographic changes.

What does the speaker predict about job growth in the coming months?

What factors does the speaker believe will affect nominal GDP growth in the future?