Are We Past the Worst of the Banking Crisis?

The video discusses the effects of rapidly rising interest rates on the market, highlighting the stress it causes and the potential knock-on effects. It examines the challenges firms face in maintaining profitability in a potentially worsening economic environment. Additionally, it analyzes the state of long-term interest rates and the implications for the bond market, considering economic indicators like the Empire State numbers.

Discuss the implications of long-term interest rates being relatively low.

What factors could lead to a sell-off in long bonds?