Is It Time for Investors to Scale Back Risk?

The video discusses the US Libor OAS spread as a financial indicator, highlighting its role in predicting financial strain. It examines the impact of regulatory changes on market funding and credit conditions, noting potential tightening without Federal Reserve action. The discussion extends to market volatility, risk appetite, and the effects of cross-currency basis on bond markets. Finally, it explores emerging market bonds, emphasizing the influence of liquidity and US Treasury yields.

What does the US Libor OAS spread indicate about the financial system?

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How has the regulation change affected funding in the money market space?

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What potential risks are associated with the tightening of US credit conditions?

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In what ways can the yield curve impact investor behavior in the bond market?

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What factors have contributed to the recent interest in emerging market bonds?

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