Equities Will Be First to Feel Impact of Tariffs, Says BNY Mellon's Loh

The video discusses the impact of trade tensions on global markets, highlighting the reactions of investors and analysts. It covers the market's initial indifference to trade discussions, the growing seriousness as numbers increase, and the implications for equities and treasury yields. Analysts' perspectives on market valuations and potential global impacts are explored, with a focus on the role of treasury yields as a safe asset amid economic uncertainties.

What is the significance of the $200 billion mentioned in the text?

What factors are influencing the current state of Treasury yields according to the discussion?