Morgan Stanley Investment's Harmstone Says 'Concerned' About Europe

The video discusses the strong start of Asian markets, particularly China, and questions the timing for investing in European assets. Concerns about Europe's growth due to global trade issues are highlighted, but potential benefits from fiscal stimulus are noted. The video also covers the eurozone's benign yields and possible currency weakness, contrasting Europe's surplus with the US deficit, affecting the dollar's outlook.

What is the current status of the eurozone yields according to the speaker?

What is the contrast between the fiscal situations of Europe and the US as mentioned in the text?