Are Bonds in a Bear Market?

The video discusses the bond market reaching a 3% level, marking a significant milestone. It explores expectations for the bond market and asset prices, highlighting the roles of fiscal and monetary policies. The US and China's fiscal policies are examined for their global impact. The video also covers the effects on emerging markets, emphasizing the importance of the US dollar and potential stabilization in Asia. Finally, it addresses the European market, noting political risks and the influence of the US market.

What milestone was reached in the bond market, and why is it considered important?

How does the speaker describe the relationship between fiscal policy and monetary policy?

What are the expected effects of the US fiscal policy on the global market?

What factors are contributing to the stabilization of emerging markets according to the speaker?

How does the speaker perceive the political risks in Europe compared to the US?