Fed's Massive Pivot Biggest Surprise for Yields, Hogan Says

The video discusses recent changes in US and German bond yields, highlighting the Federal Reserve's shift from a hawkish to a dovish policy stance. It examines the Fed's move away from forward guidance to a data-dependent approach, and its implications for interest rates. The video also explores investment trends, particularly in utilities and financials, and considers the potential for rate hikes in 2019. Additionally, it addresses the influence of Stephen Moore's nomination to the Federal Reserve on market expectations.

How did the yields of two-year bonds behave in relation to historical trends?

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What significant change did the Federal Reserve make regarding its guidance in early 2020?

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What concerns does the speaker express about the current investment trends in utilities?

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What is the speaker's perspective on the potential for a rate hike in 2019?

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How does the speaker view the influence of Stephen Moore on Federal Reserve policy?

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