Dean Curnutt: 'Shockingly Quiet' Period in S&P 500

The video discusses the current state of the market, highlighting low trading volumes and volatility in the S&P 500. It explores the impact of these conditions on option prices and hedging strategies. The discussion also covers the skepticism in the market post-Brexit, the relationship between sovereign bonds and stock market valuations, and the Fed's influence on asset prices. The video concludes with concerns about global inflation expectations and the potential for a sell-off in sovereign bonds affecting equities.

In what ways might the upcoming months affect market behavior according to historical trends?

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What are the potential risks associated with the current relationship between sovereign bonds and the stock market?

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