Economist Komileva Views U.S. 10-Year Yield as the 'New VIX'

The video discusses the US 10-year yield as a key market indicator, highlighting its role in assessing risk and growth cycles. It explains the decoupling of US financial conditions from global trends and the impact of political and fiscal risks in Europe on markets. The drop in US Treasury yield is seen as a sign of growing market uncertainty. The video concludes with an analysis of the market outlook and risk assessment for 2019, noting the cyclical peaks and troughs in earnings and credits.

What does the 10-year US yield indicate about the market?

How does the return of political risk in Europe affect financial conditions?

What implications does the drop in US Treasury yield have on investor confidence?

What are the potential outcomes for the market in the first half of the year?

What does the cyclical peak for earnings suggest about future market trends?