More Liquidity Is Likely to Enter Markets: dAssier

The video discusses macroeconomic risks, focusing on Mario Draghi's influence on the European Central Bank's policies and their impact on global markets. It highlights the flow of liquidity into Asia and the effects of quantitative easing. The discussion shifts to the earnings season in the US, emphasizing the importance of company-specific news over macroeconomic factors. The video also explores how pension funds are seeking yield across various asset classes and the implications of potential interest rate changes on market volatility.

In what ways might rising interest rates impact the equity markets?

Discuss the potential effects of differing monetary policies among central banks.