Days of Single-Digit Vol Are Probably Long Gone, Says Eric Liu

The video discusses the current state of the market, highlighting the crowded positioning in equities and the elevated volatility levels. It explores the potential normalization of volatility and the impact of past volatility suppression on market dynamics. The discussion also covers the fundamentals of the U.S. market, the role of the Fed, and the attractiveness of global markets. Finally, it addresses concerns in the bond market, particularly regarding supply and credit stability.

In what ways have fundamentals in the United States influenced market conditions recently?

What concerns are emerging in the bond market according to the discussion?