Massive Capitulation Towards Haven Seen, AMP Capital Says

The video discusses the state of US equities and global markets, highlighting the high valuations and potential market rotations. It explores the impact of the coronavirus on market recovery, the limitations of central banks, and the shift towards fiscal policy. The discussion includes modern monetary policy, ESG initiatives in Europe, and the risks in the bond market, emphasizing the need for strategic adjustments in response to economic changes.

How have global markets reacted to the coronavirus pandemic according to the text?

What factors are contributing to the current state of US equities?

What is the significance of the term 'double dip' in the context of market recovery?

Discuss the implications of central banks being 'out of ammunition' as mentioned in the text.

What are the potential risks associated with the current bond market as described?