TD's Misra Predicts Higher Rates, 2% on 10-Year by Year-End

The video discusses the current market confusion regarding interest rates, emphasizing the Federal Reserve's patient approach and its impact on real rates. It predicts future rate increases and examines the market's tolerance levels. The analysis highlights the importance of real rates and broader financial conditions, suggesting that significant stress in the economy would prompt Fed intervention.

What does the speaker suggest about the current financial conditions?

What level of real rates does the speaker consider a sign of economic stress?