Emirates NBD's Yadav Says Inflation May Not Be Very High

The video discusses the current trends in inflation and the 10-year yield, highlighting the role of central banks and their hawkish stance. It explores the impact of rate hikes on the yield curve and emphasizes the potential of emerging markets in fixed income portfolios due to their credit cushion compared to developed markets.

What is one of the main factors keeping the 10-year yield high?

• Expectations of Fed's balance sheet divestment

• Stable central bank policies

• Decreasing inflation rates

• Low oil prices

What is the expected growth rate mentioned for the economy?

• 4-5%

• 1-2%

• 3-4%

• 2-3%

During the first half of a rate hike cycle, what generally happens to the yield curve?

• It remains unchanged

• It flattens

• It inverts

• It steepens

What is a bright spot in the fixed income market outside the US?

• Developed markets

• Asian equities

• Emerging markets

• European bonds

Why might emerging markets be more favorable in a fixed income portfolio?

• Stable political environment

• Lower interest rates

• Higher credit cushion

• Stronger currency