UBS' Ponczek on Markets, Strategy

The video discusses the current state of global bond yields, market reactions, and the outlook for 2023. It highlights the impact of central bank policies on interest rates and market volatility. The discussion also covers investment strategies, emphasizing the shift from 'There Is No Alternative' (TINA) to 'There Are Reasonable Alternatives' (TARA) in the bond and cash markets. Additionally, the video examines consumer health through recent earnings reports and retail sales data, considering potential economic challenges in the coming year.

How have bond yields changed since October, and what does this indicate about global interest rates?

What factors are contributing to the current volatility in the bond market?

What are the implications of the earnings forecasts for S&P 500 in 2023?

What is the significance of the phrase 'TINA is now TARA' in the context of investment strategies?

How do the recent earnings reports from companies like FedEx and Nike affect perceptions of consumer health?