Fedeli: No Better Time to Invest in Fixed Income

The video discusses the uncertainty in inflation numbers due to changes in the basket and its impact on markets, particularly equities. It explores the bond market's resilience amidst volatility and suggests a strategic approach to multi-asset portfolios. The discussion highlights the importance of tactical moves in equity markets, focusing on sector performance and dispersion. It also covers the FX market, particularly the Dollar-Yen pair, and Japan's economic policy, anticipating changes in yield curve control.

What factors are expected to influence the inflation numbers according to the text?

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How does the speaker view the current state of the bond market?

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How should investors position themselves ahead of the CPI report according to the discussion?

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What is the significance of the dispersion in stock performance mentioned in the text?

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What expectations does the speaker have regarding the Bank of Japan's yield curve control?

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