BlackRock Favors U.S., Emerging Markets, Mateos y Lago Says

The video discusses the continuation of Goldilocks conditions, characterized by low inflation and consistent growth, which supports risk assets like equities and fixed income. It highlights the potential benefits for emerging markets, particularly China, due to trade deals and economic stimulus. The video also addresses the global debt rally, noting risks associated with negative yields and the impact of potential trade wars. Overall, the outlook is positive for carry assets, with expectations of stable Fed policy and low inflation.

Discuss the implications of negative yielding debt as mentioned in the text.

What role does inflation play in the current economic scenario described in the text?