U.S.-China Tension Has Potential to Cause Market Correction: BlueBay

The video discusses the impact of geopolitical risks on equity markets, highlighting how these risks could potentially overshadow the economic effects of the virus. It examines the market's reaction to economic data, such as jobless claims, and the perceived detachment between the S&P 500 and the real economy. The discussion also covers the bond market's pricing of negative interest rates and the implications for future economic recovery.

What does the performance of the Russell 2000 indicate about investor sentiment regarding the real economy?

How are negative interest rates influencing the bond and equity markets differently?