Mashreq's Kettlewell: Yields Likely to Trend Higher in 1Q

The video discusses the potential for rate hikes and balance sheet runoff by the Fed, analyzing market reactions and predictions. It highlights current market conditions, potential stock corrections, and challenges in the bond market. The performance of US Treasuries and emerging markets is also examined, with insights into long-duration positions and ETF outflows.

What does the speaker mean by 'the market is teetering on the edge of reality'?

How does the speaker view the potential for corrections in stocks during Q1?

What are the expectations for stock performance in relation to Fed rate hikes?