Nobody Sees This Coming.

The recent 22% decline in the move index, which measures volatility in the US Treasury bond market, bodes well for the US stock market. Typically, low volatility in bonds is linked to stock market gains, while high volatility often signals declines. This change, occurring after the presidential election, supports a positive outlook for stocks, especially when compared to the late 2021 divergence that led to a major market drop. The speaker is optimistic about ongoing stock market growth, drawing on this encouraging sign and historical patterns.