Global Yields Not Indicative of Deflation, Strategas' Trennert Says

The video discusses the current state of bond yields, influenced by global economic factors like German bunds. It suggests that the Fed may have tightened monetary policy too much last year. The speaker remains optimistic about the economy and markets but expresses concerns about the second quarter due to potential delays in trade deals and insufficient money growth. Clearing issues like Brexit and trade deals is seen as essential for market growth.

What factors are influencing the movement of yields according to the speaker?

What is the speaker's opinion on the current inflationary expectations in the States?

What concerns does the speaker have regarding the second quarter earnings?

How does the speaker view the relationship between money growth and economic performance?

What does the speaker suggest is necessary for the market to move meaningfully higher?