Goldman, BlackRock Turn Bearish on Stocks

The video discusses the current market conditions, highlighting warnings about a potential global recession. It covers the bearish sentiments from major banking strategists and the jittery state of the market, with risk assets like bonds and stocks underperforming. The discussion includes alternatives to stocks, such as cash instruments and short maturity instruments, which are now yielding returns. The video also touches on the equity risk premium and the growing assets in money market funds.

What are the implications of the warnings from major financial institutions regarding the current market conditions?

How has the sentiment among banking strategists changed according to the text?

What does Goldman Sachs mean by stating that 'Tina is over' and how does it relate to investment strategies?

Discuss the significance of rising yields and their impact on risk assets as mentioned in the text.

What trends are observed in money market funds according to the discussion?