Markets Will Focus on Consumer Sentiment: JPMorgan’s Gimber

The video discusses the current market outlook, highlighting concerns such as inflation, supply chains, and the Delta variant. It notes the strong global consumer and accommodative policy mix. The impact of COVID-19 is addressed, with improvements in the US and China. Investment strategies are explored, emphasizing a barbell approach with tech, growth, and value stocks. The focus shifts to European equities and cyclical plays, with optimism about market composition and recovery funds.

What strategy is mentioned regarding the balance between tech, growth, and value stocks?

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What are the expectations for European equities according to the discussion?

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How does the speaker view the future of bond yields and its impact on the market?

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