Rising Inflation 'Worrying' in Weaker Eco Data, Says Sheets

The video discusses economic forecasts, highlighting inflation trends in the US, eurozone, and Japan. It examines yield trends, particularly 10-year yields and inflation-linked notes, and their impact on equity markets. The importance of real rates in evaluating equity markets and cash flows is emphasized, noting that current rates are at the top of a stable range, suggesting potential market changes.

What does the speaker imply about the breaking point in the equity market concerning yields?

What does the speaker suggest about the future of the US equity market in terms of earnings?