Feldstein: Danger Ahead for Bonds and Equities

The video discusses the risks in equity and bond markets, emphasizing the influence of low interest rates and historical trends. It explores the potential impact of Trumponomics on GDP and market dynamics. The discussion shifts to tax changes affecting multinational corporations and their global implications. Finally, it analyzes the recovery and cyclicality in European and Japanese markets, suggesting a positive outlook.

What factors are contributing to the current risk in the equity markets according to the text?

How do rising long bond interest rates potentially affect the stock market?

What historical context is provided regarding bond yields and their impact on the equity market?

What is the significance of the proposed territorial tax system mentioned in the text?

How does the speaker view the current state of European markets compared to the US?