MLIV Pulse: Will Euro-Area Bonds Outperform Treasuries?

The video discusses the challenges faced by central banks in Europe compared to the Federal Reserve in maintaining a hawkish stance. It highlights the potential for UK bonds to outperform US bonds and the market's struggle with record supply. A positive outlook is noted for Europe in terms of credit, FX, and equities. The video also covers the eurozone's transition away from negative interest rates and its ongoing vulnerabilities.

What challenges do central banks in Europe face compared to the Federal Reserve?

What is the expected performance of bonds in the UK compared to those in the US?

What does the term 'indigestion' refer to in the context of the current economic supply?

How has the psychology of negative interest rates affected the eurozone?

What vulnerabilities does the euro area continue to face?