What Are the Risks of ECB Tapering?

The video discusses the potential tapering by the ECB and its economic implications. It highlights the differences between ECB and Fed tapering, focusing on the economic conditions that led to these decisions. The impact on bond yields, particularly in Europe, is analyzed, along with the potential effects on the sterling due to Brexit and fiscal policies. The discussion also touches on the broader financial market reactions and the strategic opportunities for investors.

What is the significance of the key level of zero in relation to German yields?

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How might fiscal stimulus affect the currency outlook for sterling?

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