BlackRock Sees Rise In Long-Term Yields As Return Of Term Premium

The video discusses current market trends, focusing on the impact of European lockdowns, oil market fluctuations, and the performance of Chinese and US equities. It explores the correlation between technology stocks and treasury yields, highlighting potential corrections due to rising interest rates. The discussion also covers the implications of yield curve changes on funding and inflation, emphasizing the importance of central banks in maintaining market stability. The video concludes with an analysis of investment strategies, advocating for exposure to US and Chinese equities despite recent market jitters.

What is the expected impact of rising interest rates on the market?

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How does inflation affect equities according to the discussion?

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What is the anticipated yield for the 10-year Treasury and its implications?

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