GAM's Tim Haywood Does Not Think the U.S. Is Overheating Yet

The video discusses whether the US economy is overheating and the implications for markets. It examines the availability of finance, low bond yields, and rising US inflation. The discussion includes the impact of increasing interest rates and quantitative tapering, particularly in Europe. The video also analyzes treasury yields, their effect on markets, and the comparison of risk-free rates to other asset classes. The speaker concludes with a neutral stance on bond duration, suggesting a potential pause in the bond sell-off.

What are the indicators that suggest whether the US economy is overheating?

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How does the availability of finance impact the economy according to the text?

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What risks are associated with the current level of bond yields?

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What changes in monetary policy are mentioned in the text, and how might they affect the economy?

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What does the speaker suggest about the relationship between treasury yields and other asset classes?

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