S&P 500 Closes Best Week Since June

The transcript discusses various market dynamics, including the impact of interest rates in Europe and Japan, and the influx of money into the US Treasury market. It highlights the bond market signals and structural issues like an aging population affecting pensions. Economic indicators are examined in light of recession fears, while the coronavirus's impact on market movements is analyzed. The discussion also covers political risks during the campaign season and their influence on market focus.

What are the potential risks associated with the upcoming political campaign season?

How do credit markets signal changes in the equity market?

What indicators should investors watch for in relation to the Japanese yen?