'Very Difficult' Not to Buy Treasuries: Port Shelter CEO

The video discusses the long-term rally in the bond market and the Federal Reserve's potential rate cuts amidst economic uncertainty. It highlights the slowdown in Europe and the global economy, weighing the Fed's options to cut rates preemptively or wait for a market slump. The discussion covers the pressure on central banks, the possibility of negative yields, and the impact of quantitative easing. It also examines equity markets, asset allocation, and the risks in markets near all-time highs, emphasizing the need for balanced portfolios and strategic currency exposure.

What are the implications of negative yields in bond markets?

In what ways might asset allocation change in response to market conditions?