U.S. 30-Year Yield Is Below 2%, First Time Since February

The video discusses market reactions to potential policy changes by the Federal Reserve, focusing on the implications for global liquidity and risk assets. It highlights the risks associated with policy credibility and the potential for aggressive tapering. The discussion extends to the impact on equities and emerging markets, noting the structural search for yield and the differences in current conditions compared to the 2013 taper tantrum.

How does the current economic environment affect the outlook for equities?

What lessons can be learned from the taper tantrum of 2013 in relation to current market conditions?

What factors contribute to the structural search for yield in emerging markets?