A Reversal of Fortune on U.S. Fiscal and Trade Deficits to GDP

The video discusses the US fiscal and trade deficits, highlighting the impact of economic stimulus on these deficits. It explores how interest rates influence market reactions, particularly in the context of Treasury yields and credit markets. The discussion also covers opportunities in the bond markets, focusing on structured credit as a potential area for investment.

What is the current sentiment among US Bank customers regarding the fiscal deficit?

What opportunities are identified in the bond markets, particularly in structured credit?