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 is the main focus of JP Morgan's prediction discussed in the first section?

• Peak equities

• Peak recovery

• Peak growth

• Peak Delta

According to JP Morgan, what is expected to persist as Delta subsides?

• Inflation

• Deflation

• Stagnation

• Recession

What does JP Morgan expect to resume its outperformance?

• Tech stocks

• Reflation reopening trade

• Cryptocurrencies

• Real estate

Which country's market does the speaker express a positive outlook on?

• China

• Japan

• Germany

• India

What is the market's position on tips and break-evens according to the discussion?

• Neutral

• Very long

• Uncertain

• Very short