David Kelly's Long-Term View of a Bond Rout Equity Boost

The video discusses the bond market's current state, its impact on equities, and the implications of a changing yield curve. It highlights the influence of international markets, particularly the ECB and BOJ, on US bonds. The discussion shifts to fiscal stimulus, its effect on the deficit, and the Federal Reserve's potential responses. The video concludes with a focus on the Federal Reserve's strategy to normalize rates to prepare for future economic challenges.

What role do international bond markets play in the domestic bond market dynamics?

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Discuss the potential consequences of a higher 10-year Treasury yield on the economy.

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