What's Behind the Disconnect Between Stocks, Bonds?

The video discusses the Federal Reserve's shift in focus, introducing a 'third mandate' that considers global factors like the dollar. It explores the Fed's dovish stance despite a strong US economy, emphasizing the importance of global factors. The discussion covers market reactions, the Fed's low rate strategy, and the impact on equities. It also analyzes term premiums and global bond yields, highlighting the Fed's preference to let the economy run hot to avoid deflation. Finally, it presents global perspectives, particularly from Asia, on the Fed's actions and their implications.

What does the speaker imply about the relationship between low rates and risky assets?

How do investors in Asia perceive the Fed's actions compared to those in the USA?