Volatility Drivers Impacting the Market

The transcript discusses the impact of the US election on market volatility, highlighting the rising probability of Trump coming into power and its effects on asset markets. It also covers the European Central Bank's (ECB) strategies to manage inflation and economic stability, including potential actions like deepening negative interest rates and expanding quantitative easing.

What factors contribute to the political risk premium in asset markets?

How has the market's perception of political events in the US changed recently?

What role does the ECB play in managing market volatility?

What are the implications of rising inflation numbers on ECB's actions?

In what ways might corporate bond markets be affected by ECB policies?