What to Watch Next Week

The video discusses the current state of the market, highlighting a recent rally and the impact of supply dynamics on the market's footing. It analyzes the bond market's support and the trend towards lower yields in the US, aligning with global norms. The potential impact of a manufacturing slowdown on the services sector is considered, alongside the Federal Reserve's policy decisions and reaction function, including the possibility of a mid-cycle adjustment involving more than one rate cut.

What factors are contributing to the current state of the bond market?

How might the upcoming market conditions affect yield levels?

What signs indicate a slowdown in the manufacturing sector?

In what ways could the market react if yields remain high?

What is the significance of the Fed's potential mid-cycle adjustment?