Bond Market Pricing Recession: Morgan Stanley's Wilson

The video discusses the concept of risk premium in financial markets, focusing on the relatively low risk premium and scenarios that could lead to a repricing of risks. It highlights the impact of regional banking issues on earnings risk and the equity risk premium. The discussion also covers the yield curve's predictive ability for recessions and its recent movements, indicating potential market changes.

What are the potential consequences of the current banking issues on the equity market?

In what ways can unforeseen events impact market pricing and risk assessment?