What's the Problem with Japanese Equities?

The video discusses the current state of bond markets, highlighting the influence of central banks and quantitative easing. It compares US and Japanese bond yields, noting the market distortions caused by large buyers. The discussion shifts to inflation trends, with a focus on US core inflation and its impact on investment strategies. The video also covers the dynamics of US Treasury demand and the potential for dollar appreciation. Additionally, it explores the trend of US companies issuing euro-denominated debt in Europe due to favorable ECB policies. Finally, it addresses the negative feedback from markets and banks regarding negative interest rates and their unintended consequences.

What factors are influencing US corporates to issue euro-denominated debt?

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What is the potential impact of negative interest rates on corporate spending as discussed in the text?

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