GLJ Research's Johnson on Inflation

The video discusses the impact of Fed tapering on interest rates and market dynamics, highlighting the potential for increased volatility and inflation fears. It explores investment strategies, suggesting a focus on material stocks over tech. The discussion also covers the Delta variant's limited impact on markets and the outlook for growth and earnings amid inflation concerns.

In what ways does the resurgence of the delta variant influence market perceptions?

What is the expected impact of inflation on growth rates as discussed in the text?