Linking Low Earnings, the Dollar and Market Highs

The video discusses the current market highs and the role of economic indicators like the ISM indices in the US and China. It examines how a flattening dollar can impact earnings, predicting a potential 4-5% increase. The discussion shifts to factors needed for further market growth, such as fiscal policy and resolving liquidity concerns. The video also covers the implications of a flattening yield curve on sectors like utilities and financials, and the need for global growth to deepen yield curves, highlighting the impact of negative interest rates in Japan and Germany.

What are the potential risks associated with the current yield curve?

How does global growth influence the yield curves in the context of negative interest rates?