JPMorgan Asset Has Been 'Pretty Bullish' on Treasuries, Yeo Says

The video discusses the impact of wage growth on inflation, highlighting the importance of monitoring wage increases above 3.5% as a potential threat to inflation. It also examines the effects of US-China trade tensions on consumer sentiment and financial conditions, suggesting that these factors could influence the Fed's policy decisions. The discussion further explores the bullish outlook on treasuries due to the nearing end of the Fed's rate hike cycle and rising recession risks, with a focus on the potential for increased safe-haven bids for treasuries.

What is considered a significant threshold for wage growth that could threaten inflation?

• 5.5% year on year

• 2.5% year on year

• 3.5% year on year

• 4.5% year on year

Which factor is NOT mentioned as affecting consumer and business sentiment?

• Financial conditions

• US-China trade tensions

• Interest rates

• Productivity levels

What is the Federal Reserve's current stance on the rate hike cycle?

• It is just beginning

• It is nearing the end

• It is on hold indefinitely

• It is accelerating

When is the risk of a recession expected to rise significantly?

• Early next year

• 2021

• End of this year

• 2020

What could increase the risk of a recession according to the final section?

• Increasing inflation

• US-China trade negotiations

• Rising wage growth

• Decreasing productivity