What are the long-term expectations for 10-year yields according to the speaker?
JPMorgan AM's Chow on Inflation Outlook
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Business
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University
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Hard
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The video discusses market trends, focusing on the impact of the Fed meeting on inflation and bond yields. It analyzes the performance of tech stocks and the potential for a FOMO trade. The discussion extends to global economic recovery, highlighting opportunities in value sectors like financials and industrials. The video also explores investment opportunities in China, considering the RMB appreciation and vaccine rollout progress.
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3 questions
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1.
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3 mins • 1 pt
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2.
OPEN ENDED QUESTION
3 mins • 1 pt
How does the speaker view the economic recovery in China and its implications?
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3.
OPEN ENDED QUESTION
3 mins • 1 pt
What are the key catalysts for the Chinese market mentioned in the text?
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