Investors' Concern Has Turned to Inflation, Says Stear

The video discusses the current market environment, highlighting increased volatility due to inflation concerns and central bank policies. It examines the impact of government supply on riskier assets and the relationship between corporate credit spreads and volatility. The discussion also covers the implications of rising US 10-year yields and the normalization of inflation levels, emphasizing the potential effects on market flows and asset classes.

Why is the normalization of inflation concerning for investors?

What impact do rising yields have on the flows of money in the market?