Informa's Cavenagh Says Stimulus Will Be Good for Stock Market

The video discusses the Biden administration's stimulus package and its potential impact on the U.S. economy, including consumer spending and stock market effects. It highlights concerns raised by Larry Summers about inflation risks and examines economic indicators. The video also analyzes market trends, risk appetite, and asset evaluation, considering factors like Treasury yields and volatility.

What is the significance of the U.S. 10-year break evens in relation to inflation?

How does the Citigroup global Risk Aversion index reflect investor sentiment?

What factors are contributing to the current risk-on behavior in the market?