Strong Earnings to Drive Stocks Higher, UBS's Haefele Says

The video discusses market volatility, predicting that equities may rise due to expected earnings growth. It highlights the impact of Fed policy and fiscal stimulus on the economy, suggesting caution in the future. The discussion shifts to treasury and dollar bets, emphasizing the role of real rates and market stabilization. The impact of tariffs on corporate earnings and the strategic positioning in treasury yields are also analyzed, with a focus on inflation and global hedging strategies.

What is the current outlook on Treasury yields and their effect on equities?

What strategies are suggested for positioning in the US and Japanese bond markets?