Strong Dollar, US Stocks, Credit Markets: 3-Minute MLIV

The video discusses the impact of a strong dollar on global markets, driven by hawkish Fed comments and rising yields. It highlights the influence of the Nord Stream story on the euro dollar and presents insights from an FX scorecard. The discussion covers stock market trends, potential downside, and the role of credit markets in triggering panic. It concludes with Apple's production plans amid slowing demand, emphasizing market vulnerability.

What are the implications of rising yields on credit markets and equities?

How is the slowing demand affecting companies like Apple and the broader market?