10-Year Yields Up For Third Quarter In a Row

The video discusses the recent trends in the treasury market, comparing them to past events like the 2013 taper tantrum. It explores the impact of monetary policy on bond yields and risk allocation strategies. The credit market's behavior is analyzed, highlighting investment strategies and the balance between leverage and liquidity. The discussion concludes with predictions on economic recovery, emphasizing consumer behavior and the influence of monetary and fiscal stimulus.

What role does liquidity play in the current credit market dynamics?

What are the potential outcomes for the economy in the next year based on current trends?

How might consumer behavior influence economic recovery in the near future?