Examining the State of Corporate Balance Sheets

The video discusses the impact of US economic policies, such as interest rates and the strong dollar, on global markets, particularly emerging markets. It highlights the challenges faced by countries with US dollar-denominated debt and explores investment strategies in these markets. The discussion also covers the implications of US economic strength on global economies, with a focus on China and Europe.

What behavioral aspects are associated with long-dated bonds?

How does the volatility in emerging markets affect investment strategies?

What are the potential outcomes for the US economy in relation to global economic conditions?