Daybreak Europe Show Open: Taper Talk Continues

The video discusses the concept of tapering and its implications on the market, focusing on the differentiation between Fed funds and asset purchases. It highlights the market's expectations regarding rate hikes, with insights from Kaplan and BlackRock. The analysis of euro dollar futures suggests differing views on the timing of rate hikes, with some predicting changes by March 2023. Current market trends, including movements in the dollar, yields, and commodities like oil and iron ore, are also examined.

Discuss the current trends in the dollar and 10-year yields as mentioned in the text.

What concerns are raised regarding the metal sectors in commodities?