BlackRock’s Watson: Markets Already Pricing in Fiscal Stimulus

The video discusses the impact of fiscal stimulus in the US and globally, focusing on its effects on the bond and credit markets. It highlights the importance of bottom-up research in the credit market and explores investment strategies that balance growth and income. The discussion also covers the role of central banks and the ongoing demand-supply imbalance in the economy.

What is the significance of conducting bottom-up research in the current investment landscape?

How does the speaker view the relationship between demand and supply in the current economic climate?

What are the key considerations for investors when looking at corporate bonds in the current market?