Goldman Says Stocks Could Plunge on 4.5% 10-Year Yield

The video discusses potential market impacts if the 10-year yield rises to 4.5%, with a worst-case scenario predicting a 25% stock plunge. Ilya Spivak, a senior currency strategist, shares insights on market scenarios and yield targets. The discussion includes future market predictions, focusing on the US dollar's valuation and global growth. Jay Powell's influence on market trends and asset prices is also analyzed, highlighting the potential for a more hawkish outlook. The video concludes with an analysis of US dollar trends and market reactions to wage growth and stock movements.

How does the market currently view the Fed's forecast for the coming years?

What concerns does Jay Powell have regarding asset valuations?

What is the significance of the recent wage growth jump in relation to the dollar?