How Positive U.S. Real Yields Can Impact Stocks

The video discusses the impact of market changes on various assets, focusing on tech stocks and the bond sell-off. It highlights the Federal Reserve's tighter policy conditions and their adverse effects on growth stocks, particularly tech stocks. Additionally, it covers the shift from riskier credit names to traditional havens like treasuries, as treasury yields now compensate for inflation.

What assets are likely to be impacted by the move into positive territory?

What is the immediate consensus among investors regarding tech stocks?

How are tech stocks affected by the current market conditions?

What are the potential risks for credit names in the current market?

What changes are being observed in investor behavior regarding fixed income names?