Oil's Plunge Poses Risk to U.S. High Yield, Tavistock CIO Says

The video discusses the impact of falling oil prices on the US high yield market, particularly in the energy sector. It explores how prolonged low oil prices could spread to other asset classes, affecting emerging markets and increasing market volatility. The resilience of the US high yield market is examined, considering rising treasury yields and interest rates. Historical data on yield changes and their correlation with recessions is also analyzed.

In what ways do capital expenditures by oil companies influence other asset classes?

What factors could lead to a significant downturn in the high yield market?