Markets in 3 Minutes: Stocks and Yields to Climb in Tandem

The video discusses the current positive market trends despite rising yields, highlighting supportive monetary policies. It examines Japanese business confidence, noting improvements in supply chains and the BOJ's stance. The video also explores the evolving US-China relations, suggesting a slow improvement in cooperation, which could benefit Chinese stocks.

What implications does the current economic backdrop have for equities in the coming months?

In what ways has the relationship between the US and China changed recently?