Equities No Longer Being Viewed as Attractive: MUFG's Halpenny

The video discusses the current trends in bond yields, highlighting the momentum towards a 2% yield on the 10-year Treasury. It explores investor sentiment regarding the peak in corporate earnings and the shift towards fixed income as a safe haven. The swaps market is analyzed, with predictions of potential rate cuts by the end of 2020. The interplay between equity and bond markets is examined, with a focus on how these dynamics influence Fed policy and market expectations.

What connection is made between equity markets and bond markets?

What conditions need to be met for the Fed to consider a series of rate cuts?