Nikko AM's Vail on Global Markets

The video discusses the potential for interest rate hikes by the Fed, with market expectations leaning towards smaller increments. It also analyzes recent trends in US equity markets, noting unexpected strength and the influence of bond yields. Additionally, the video highlights concerns in credit markets, particularly in the shadow banking sector, where high leverage could lead to financial instability.

What are the implications of a potential 50 basis point hike by the Fed?

What factors are contributing to the current optimism in U.S. equity markets?

How has the recent drop in bond yields affected the stock market?

What concerns exist regarding the credit markets and potential accidents?

In what ways might the non-banking financial sector be at risk?