In Medium Term, Can See Yields Moving Lower From Here, Says BlackRock’s Seth

The video discusses the impact of trade wars on markets, highlighting the focus on asset prices, bonds, and equities. It explores the demand for income and the trend of yields, particularly in the US Treasury. The discussion includes geopolitical risks, economic sentiment, and the resilience of consumers. The Fed's path of easing and the structural differences in the economy are also analyzed, with references to historical economic strategies.

What factors are contributing to the decline in the probability of a resolution in the trade war?

How is the demand for income affecting the availability of good quality fixed income in the world?

What are the implications of the US Treasury yields trading in a lower range?

In what ways could geopolitical risks influence the economic data?

What role does consumer sentiment play in the overall economic outlook?