Pepperstone's Weston on Potential of Additional Stimulus Package

The video discusses the potential $3 trillion economic package and its implications for deficit spending and taxes. It explores the impact of the Treasury bull market's end on asset classes, particularly bonds and stocks, and examines the performance of tech stocks in relation to yield trends. The discussion also covers US 10-year Treasurys, inflation expectations, and market terminal rates, highlighting potential buying opportunities and yield risks.

What are the potential implications of a $3 trillion economic package on the market?

How might the mix of funding sources for the economic package affect deficit spending?

In what ways could the performance of big tech stocks be influenced by changes in bond yields?

What factors could lead to a rebalancing of active funds and pension funds in the market?

How do you interpret the relationship between inflation and the potential for a sell-off in the Treasury market?