'Source of Correction' Is Elevated Rates, Deutsche Bank's Slok Says

The video discusses the current market conditions, focusing on investment grade spreads, equity corrections, and the impact of inflation on rates. It highlights how treasury rates are moving and the potential implications for other asset classes. The discussion also covers future risks and market dynamics if the Federal Reserve is perceived to be behind the curve.

What factors are contributing to the current state of investment grade spreads?

What is the significance of the 3% handle on 30-year rates?

How do elevated rates affect the correction in equities?

In what ways could inflation risks impact other asset classes?

What implications could arise if the Fed is perceived to be behind the curve?