Stocks Mixed as Investors Mull Trade

The transcript discusses market reactions to the G20 meeting, highlighting the impact of tariffs on economic activity in both China and the US. It notes a rise in equities without a corresponding increase in bond yields, pointing to a strange market dichotomy. The discussion also covers inflation and its influence on the 10-year Treasury yield. The transcript concludes with a focus on upcoming earnings reports and economic indicators, noting a disconnect between analyst expectations and the macroeconomic backdrop.

What were the main issues discussed regarding the tariffs and their impact on economic activity?

How did the bond yields react to the pop in equities mentioned in the text?

Discuss the relationship between the 10-year Treasury yield and inflation as described in the text.

What disconnect is mentioned between analysts' expectations and the macro backdrop?

What is the significance of the PMI data mentioned in the text?