Evercore's Hyman Says Trade Is Biggest Factor Affecting Markets

The video discusses recent market trends, including a rally in treasury bonds and the impact of emerging markets on the US economy. It highlights the role of trade deals in market fluctuations and examines the PMI as an indicator of economic growth. Concerns about inflation and labor market tightness are addressed, with a focus on factors like technology and globalization that influence wage dynamics.

What is the significance of the PMI report mentioned by the speaker?

What are the potential risks to the economy that the speaker identifies?

How does technology and globalization affect wage growth according to the speaker?