Market Selloff Is More of a Liquidity Shock, Says Credit Suisse's Woods

The video discusses the recent market volatility, examining the role of the Federal Reserve and other global factors like China-U.S. trade tensions. It highlights the shift from quantitative easing (QE) to quantitative tightening (QT) and its impact on liquidity and growth. The discussion also covers the global trend of monetary tightening by central banks like the ECB and BOJ, and its implications for equity markets. The video concludes with a historical perspective on rising yields and their potential effects on future equity performance, considering both growth and inflation scenarios.

What factors are contributing to the decoupling between cyclicals and bonds?

Discuss the potential impact of inflation on equities as mentioned in the text.