Risk Appetite, US Treasury Yields: 3-Minute MLIV

The video discusses recent market trends, highlighting the fluctuating appetite for risk due to geopolitical tensions involving China and Taiwan. It contrasts the market perspectives in Asia and the US, noting concerns over trade impacts and supply chains. The analysis shifts to treasury yields, influenced by the Federal Reserve's policies, and the US economic outlook, emphasizing a strong job market and persistent inflation. The narrative suggests that while US growth is slowing, it is not in recession, and inflation remains a significant challenge.

What factors contributed to the recent sell-off in risk assets?

How might China's actions impact trade and supply chains in Asia?

What is the current narrative regarding US yields and the Fed's stance?

What implications does the JOLTS data have on the US labor market?

Discuss the distinction between slowing growth and economic contraction.