Principal's Shah: Europe Can't Afford More Volatility

The video discusses the European Central Bank's (ECB) hawkish stance and its potential impact on market volatility, particularly in the Eurozone. It examines the response of short-term yields to ECB comments and the broader economic outlook, including geopolitical risks. The US market is highlighted as a relative outperformer, with a focus on technology stocks. The discussion also covers inflation trends and US Treasury yields, with expectations for rates by the end of the year.

What factors could lead to a potential recession in Europe this year?

In what ways might rising bond yields affect the technology sector in the US?