Equity Markets Keeping an Eye on Treasury Auctions

The video discusses the current focus of equity markets on bond markets, especially in light of treasury auctions and Fed minutes. It highlights the potential for increased market volatility, despite strong economic and earnings growth. The discussion also touches on cautious optimism among investors, with a focus on interest rates and treasury supply.

What is the current sentiment regarding earnings growth and economic growth?

How are investors balancing their outlook between the equity and bond markets?