Treasury Yields Have Bottomed for 2021: Marketfield’s Shaoul

The video explores the concepts of price takers and price makers, using examples from various industries such as rubber plantations, home building, and retail. It discusses the impact of the Delta variant on the economy, particularly on work-from-home dynamics and industry-specific effects. The video concludes with an analysis of economic projections and yield expectations, highlighting the potential for yield increases in the financial markets.

What impact does the delta variant have on the economy according to the discussion?

How does the vaccination status of the population affect economic behavior during the pandemic?

What are the implications of keeping schools open during the pandemic for the economy?