First Abu Dhabi Bank's Ballard on Yield Threats, Cautiously Adding Risk, a "Neutral" PBOC Policy

The video discusses the potential regime change in interest rates and its impact on asset allocation. It explores the psychological effects of yield changes on the equity market and debates the risks of inflation and rate hikes. The fragility of the market, driven by stimulus and leverage, is analyzed. The discussion extends to global economic recovery, highlighting the role of vaccines in changing market sentiment.

What does the term 'fragile foundations' refer to in the context of the current market?

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What role does stimulus play in the current economic landscape?

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How might the reopening narrative influence bond market prices?

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