TIB's Liu: Still See Good U.S. Growth

The video discusses the current market trends, focusing on the rise of equities and inflation, and the fall of bond yields. It explores the transitory nature of inflation due to supply chain disruptions and closed borders. The discussion includes growth prospects, yield curve analysis, and investment strategies, emphasizing the importance of focusing on companies affected by the pandemic. The video also addresses supply chain challenges and their impact on the global market, predicting improvements as borders open and vaccination rates increase.

What factors are contributing to the current rise in equities despite high inflation?

How does the bond market's current pricing reflect investor sentiment about growth?

What are the expected impacts of the Delta variant on economic growth and earnings?

In what ways might supply chain disruptions affect the economy in the coming months?

What strategies should investors consider in light of the current economic landscape?