Global Yields Not Indicative of Deflation, Strategas' Trennert Says

The video discusses the current state of bond yields, influenced by global economic factors like German bunds. It suggests that the Fed may have tightened monetary policy too much last year. The speaker remains optimistic about the economy and markets but expresses concerns about the second quarter due to potential delays in trade deals and insufficient money growth. Clearing issues like Brexit and trade deals is seen as essential for market growth.

What is one reason mentioned for the movement of bond yields?

• Deflation in the US

• Rise in oil prices

• Global yield trends

• Increase in US GDP

What is the speaker's stance on the US economy and markets?

• Bullish on both

• Bullish on the economy, bearish on markets

• Bearish on both

• Bearish on the economy, bullish on markets

What is a concern mentioned regarding the second quarter?

• Delayed trade deal

• High inflation rates

• Strong money growth

• Rapid technological advancements

What is one issue that needs resolution to boost the market?

• Technological innovation

• Brexit

• Interest rate hikes

• Climate change

What is the impact of slow money growth according to the speaker?

• It causes a trade surplus

• It supports a strong economy

• It hinders both the economy and financial markets

• It leads to rapid inflation