Strategas' Verrone: Outlook for Financials Getting Better

The video discusses the recent spike in cotton prices in China due to increased textile production and global demand. It also analyzes the performance of financial stocks, particularly banks, during the earnings season, highlighting a trend change in yield curves. The discussion extends to investor sentiment amid election uncertainties, noting a seasonal trend in market volatility. The video suggests that equities may lead market changes due to central bank involvement in bond markets.

In what ways has the narrative around the bond market and stock market shifted recently?

What seasonal trends are expected as the election approaches, according to the discussion?