Reflation Trade Is Not Over Yet: UBS’s Zuercher

The transcript discusses regional economic strategies, focusing on the US, Europe, and Japan, and their impact on equity markets. It highlights investment recommendations, emphasizing the reflation trade, energy, and financial sectors. The performance of small caps and CapEx trends are analyzed, with a focus on the US market. The global art market is also examined, noting the pandemic's impact, the rise of digital purchases, and China's growing influence.

What factors are influencing the macro backdrop in the US economy according to the text?

What sectors are recommended for investment in the context of higher inflation?

How has the art market been affected by the pandemic, and what trends have emerged as a result?

What changes have occurred in the purchasing behavior of high net worth individuals in the art market?

What is the current position of China in the global art market?