Winner: Yields Rise on Synchronized Global Recovery

The transcript discusses the economic outlook, focusing on rate hikes and their implications for a rising economy. It explores the dynamics between asset classes, particularly in the context of risk on/off scenarios and quantitative easing. The conversation shifts to the synchronized global recovery and the potential impact of protectionist measures on markets. Finally, it examines how protectionism might affect bond yields, emphasizing the importance of valuation and strategic planning.

Explain the concept of 'risk on' versus 'risk off' as described in the text.

What is the significance of the Citibank surprise index in relation to economic recovery?

What are the implications of the synchronized global recovery mentioned in the text?

What factors contribute to the valuation of assets in different markets as discussed?

How do protectionist measures potentially affect bond yields according to the discussion?