Wells Fargo AM Is 'Positive' on Cyclicals, Jacobsen Says

The video discusses the global economic outlook, highlighting concerns about a potential economic contraction and its impact on markets. It emphasizes the positive market sentiment driven by vaccine news and the potential for a shift towards cyclicals. The discussion also covers opportunities in emerging markets, particularly in Asia, and the role of fiscal and monetary policies in supporting economic recovery.

In what ways do emerging markets present opportunities in the current economic climate?

How do fiscal and monetary policies in China differ from those in other countries?

What are the long-term effects of the stimulus measures implemented during the pandemic?