Can Still Be 'Long' Bonds, Particularly in U.S.: Oanda's Halley

The video discusses the state of equity markets and bond yields, highlighting the artificial push in equity markets due to falling bond yields and central bank actions in 2019. It explores the potential impact of the earnings season on market reassurance and the possibility of a global economic slowdown. The bond markets are analyzed, with a focus on the US economy and the global trend towards lower rates. The discussion concludes with investment strategies in light of global rate cuts and the limitations of monetary policy.

What factors have contributed to the rise of equity markets according to the text?

How does the speaker view the upcoming earnings season in relation to market reassurance?

What is the speaker's perspective on the term 'recession' as mentioned in the text?

What does the speaker suggest about the future of bond market yields?

According to the text, what role does fiscal policy play in the European Union's current situation?