Brandywine Global's McIntyre on Global Markets

The video discusses the current bull market trends, highlighting the SP500 and emerging markets. It explores the bond market, emphasizing the impact of inflation and the potential for range-bound markets. The discussion shifts to investment strategies in treasuries, considering market timing and yield benefits. The video also examines the yen and dollar dynamics, focusing on the BOJ and Fed policies. Finally, it compares the economic outlooks of the US and China, noting the potential for dollar weakness as the US economy slows and China stabilizes.

What are the potential implications of the Fed's actions on the US dollar?

In what ways could China's economic policies affect global markets?