Inflation, 10-Year Yield Going Higher Says BNY Mellon's Levine

The video discusses the impact of policies on stocks and bond yields, highlighting the role of stimulus in economic growth and inflation. It analyzes market rotation, asset class performance, and the risks associated with the vaccine rollout. The discussion extends to US dollar trends and their implications for global markets, emphasizing the importance of debt and trade dynamics.

What factors contribute to the expectation of a higher risk on the 10-year yield?

Discuss the relationship between yields and the performance of tech and growth stocks.

How do you interpret the statement that last year policy drove the markets more than fundamentals?