Volatility and Reflation Expectations for 2017 Markets

The video discusses the potential impacts of market conditions on UK assets, focusing on Sterling's risks and economic constraints. It explores market volatility and strategies for protection, emphasizing the importance of buying protection at certain points. The discussion shifts to the US market, analyzing the effects of proposed tax cuts on domestic stocks and the broader market outlook. Finally, the video examines bond yields and economic indicators, highlighting the ongoing movement in bond yields and the implications for the US economy.

What is the significance of the Russell 2000 in the context of US economic growth?

What are the long-term sustainability concerns regarding fiscal policies?

How might bond yields be affected by changes in economic policy?