A Deep Dive Into Markets at Record Highs

The video discusses recent market trends, focusing on the consolidation of US equities and global bonds. It highlights the rally in small and large cap stocks, the role of volatility, and sector rotation, particularly in infrastructure. The impact of interest rates and political events like the Italian referendum and Brexit on markets is analyzed. The video also explores trends in banking stocks and investor behavior, emphasizing the shift towards financials.

What are the potential impacts of the Italian referendum on US Treasurys?

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In what ways have banking stocks changed recently, and what does this indicate for investors?

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