Why Kit Juckes Hopes for a 3% U.S. 10-Year Yield

The video discusses the current state of US Treasury yields, predicting a move towards 3% yields, which would align with a 1% real yield and a 2% inflation rate. It explores market trends, including the impact of US tax cuts and economic news on yields. The video also examines investor behavior in a low interest rate environment, highlighting the shift from safe assets to riskier ones. Finally, it addresses the pressures on European economies, particularly the ECB's challenges in managing inflation and bond buying, with potential implications for the euro's strength.

What does the speaker suggest about the future of real yields and nominal yields?

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What challenges does Mario Draghi face regarding interest rates and inflation?

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