Is Brexit Impacting U.S. and U.K. Trade?

The video discusses the economic implications of the US-UK trade relationship, highlighting the negligible impact of reduced exports to the UK. It emphasizes the importance of financial assets and potential contagion from the EU. The discussion includes the effects of lower US rates, a stronger dollar, and wider credit spreads on growth. The video also explores the economic cycle, recession probabilities, and the flattening yield curve. It compares dividend yields with bond yields, noting a structural shift in their relationship. Finally, it examines US equities, buybacks, and the performance of high dividend stocks.

What trends in corporate profitability and earnings are highlighted in the text?

Discuss the relationship between dividend yields and bond yields as mentioned in the text.