10-Year at 1.30 Looks Like a Decent Investment: Wells Fargo’s Patel

The video discusses the impact of the Federal Reserve's actions on the treasury curve, inflation concerns, and market reactions. It highlights the strong performance during the earnings season and analyzes trends in small caps and market dynamics. The discussion also covers the credit market and the influence of the Fed on economic cycles.

In what ways have small-cap stocks performed compared to larger stocks recently?

What is the current perspective on the credit market cycle according to the discussion?