TD's Priya Misra, JPMorgan's Bob Michele on Treasury Yields

The video discusses the market's uncertainty between a better economic outlook and a hawkish Fed. It highlights the Fed's reassessment of its outlook and the market's questioning of the Fed's commitment to FAIT. The discussion covers the impact of Fed policy on inflation expectations and real rates, and the potential policy mistake narrative. The bond market dynamics are analyzed, focusing on the influence of central bank asset purchases and technical short covering. The relentless impact of QE on cash flow and bond market is also explored.

What does the speaker suggest is necessary for the Fed to communicate clearly?

According to the speaker, what is the relationship between cash being printed and bond market dynamics?