Apple Cuts Back on Bond Buying Overseas

The video discusses cash trends across sectors, highlighting CIT hardware's significant cash reserves and plans to repatriate $350 billion for investment. It examines corporate investments in bonds and the impact of tax reforms, which incentivize companies to bring cash back from overseas, affecting the bond market. The discussion also covers market dynamics, including supply and demand, and how these changes might reshape the market.

What is the significance of the $350 billion that companies are planning to bring back?

What are the potential repercussions of companies not holding cash overseas?

How does the repatriation of cash affect the bond market?

In what ways might the investment grade market be influenced by changes in cash holdings?

What uncertainties exist regarding the dynamics of corporate cash management and market supply?