Profit taking in technology stocks continues as many investors who are up 40% are looking for less overvalued opportunities elsewhere.

The VIX is going to move on what this pandemic is doing to the U.S. economy. 

There’s a tug of war back and forth with issues such as worsening China relations, the Presidential election, the coronavirus outbreak, and Brexit.

The inflation threat is really limited in the present but look at the long end of the yield curve as that’s where we’ll get the first signal of future inflation expectations.

Wouter Sturkenboom, chief investment strategist for EMEA and APAC at Northern Trust Asset Management, discusses his outlook for markets and his investment strategy. He speaks on “Bloomberg Daybreak: Europe.”


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