Up Year for Markets on ‘An Awful Lot of Cash’ From Fed: CCLA’s Bevan

The video discusses the shift in market focus from trade to liquidity and credit, emphasizing the role of the Federal Reserve and US Central Bank in providing cash flow. It highlights potential risks of a market melt up and the importance of evaluating market fundamentals to avoid bubbles. The discussion also covers the impact of low inflation, interest rates, and bond yields on market dynamics.

What is the speaker's perspective on the role of central banks in the current market environment?

What does the speaker suggest about the sustainability of growth in relation to market prices?