BNY Mellon’s Dhar Is Nervous We May Be Underpricing Possibility of ‘No Deal’

The video discusses factors affecting London's market, including Brexit and property issues. It analyzes potential Brexit outcomes and their market implications, emphasizing the possibility of a no-deal scenario. The discussion shifts to US tariffs on Europe, exploring their potential impact on European bond markets and the ECB's response. Finally, it highlights the Eurozone's economic challenges, focusing on its dependency on global trade and insufficient domestic demand.

What is one of the key factors contributing to London's economic weakness?

• Increased international investment

• Strong property market

• Brexit

• High domestic demand

Which outcome is the market currently emphasizing regarding the Brexit vote?

• Immediate deal

• No deal

• Delay

• Complete withdrawal

What is a potential consequence of US tariffs on Europe?

• Strengthening of the euro

• Increase in European bond yields

• Negative bond yields in the eurozone

• Rise in domestic demand

What fundamental issue does the eurozone face according to the discussion?

• High inflation rates

• Excessive domestic demand

• Strong fiscal policies

• Over-reliance on global trade

What is the US administration's perceived outcome of the current tariff war?

• Tariffs reduce trade tensions

• Tariffs bring issues to the table

• Tariffs increase domestic demand

• Tariffs are ineffective