Market Has Become Somewhat Addicted to Easy Money: Newton IM

The video discusses the equity market's response to potential rate cuts by the Fed, highlighting the market's dependency on easy money and the Fed's dovish stance. It also examines global earnings downgrades and the cautious outlook from company management. The role of central banks in driving market rallies and the ongoing hunt for yield are explored, emphasizing the long-term effects of quantitative easing and stimulus withdrawal.

In what way has the hunt for yield influenced equity markets since May?

What implications does the current economic scenario have for the central banks?