Credit Suisse Sees `Very Strong Year' for Growth, Inflation

The transcript discusses market concerns related to the Delta variant, growth, and vaccination progress. It highlights the impact of these factors on policy restrictions and economic activity. The market's hesitation is attributed to uncertainties around COVID-19 and pricing. Additionally, the transcript covers liquidity, inflation, and the market's focus on central bank reactions.

In what ways is the liquidity in the market affecting risk assets and safe assets?

What is the author's perspective on the future of inflation and its impact on the market?