BNY Mellon’s Dhar Is Nervous We May Be Underpricing Possibility of ‘No Deal’

The video discusses factors affecting London's market, including Brexit and property issues. It analyzes potential Brexit outcomes and their market implications, emphasizing the possibility of a no-deal scenario. The discussion shifts to US tariffs on Europe, exploring their potential impact on European bond markets and the ECB's response. Finally, it highlights the Eurozone's economic challenges, focusing on its dependency on global trade and insufficient domestic demand.

What implications could tariffs from the US onto Europe have on the bond markets?

What fundamental issues are affecting the eurozone's resilience to shocks?