Markets Are Dealing With the Price of Uncertainty, Timmer Says

The video discusses the global bond market, highlighting a $10 trillion supply of bonds yielding below zero, a record similar to 2017. It explores the impact of uncertainty on stock market valuations, noting high PE ratios in the US compared to global markets. The US market's unique free cash flow and buybacks are examined, showing a different valuation perspective when considering total cash yield versus PE basis.

What is the current global supply of bonds yielding below zero?

• 15 trillion

• 10 trillion

• 20 trillion

• 5 trillion

How are investors pricing in uncertainty in the stock market?

• By buying more real estate

• By investing in gold

• Through increasing PE ratios

• Through the bond market

What is the forward earnings PE ratio of the US stock market?

• 18.7 times

• 16.3 times

• 12.3 times

• 10.5 times

What unique phenomenon does the US stock market have compared to the rest of the world?

• Higher dividend yields

• More free cash flow generation

• Lower stock prices

• Higher interest rates

On a cash yield basis, where does the US market rank in terms of valuation?

• 85th percentile

• 50th percentile

• 28th percentile

• 15th percentile