HG Research's Goetti Says We're Not Used to Declines Anymore

The video discusses recent market declines, identifying wage growth as a catalyst. It explores cyclical inflation and the response of central banks, particularly the Fed, to these changes. The Fed's considerations on market sell-offs and their impact on rate hike paths are examined. The discussion also covers US Treasury bonds, bond yields, and the influence of disinflationary forces, suggesting buying opportunities in the bond market.

In what ways does the speaker believe disinflationary forces will impact the economy?

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What does the speaker suggest about the future of the US Treasury bond market?

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