Una economía mundial fuerte ayuda a la Fed a reducir el balance, dice Alan Krueger

The transcript discusses the global economic recovery, highlighting synchronized growth in Europe and Asia, and the impact on American corporations. It explores the low cost of capital and accommodative monetary policies, questioning the absence of inflation despite growth. The discussion shifts to the bond market, noting the demand for safe assets like Treasurys, and the influence of global interest rates. The transcript concludes with an analysis of investor behavior and the persistent low yields across markets.

Why are individual investors still holding above-average cash balances despite market recovery?

Discuss the implications of low yields in the bond market on investment strategies.