US 2-Year Yields Have Likely Peaked, Nuveen's Rodriguez Says

The video discusses the economic outlook for 2023, predicting a mild recession in the US and a decline in bond yields. It analyzes inflation trends, market reactions, and the impact of Fed policy on risk assets. The discussion also covers interest rates, their economic impact, and market volatility due to liquidity issues.

What are the expectations for the 10-year yield by the end of the year?

What factors are expected to drive the decline in rates and risk assets?

How does the speaker view the impact of a potential recession on the economy?

What is the speaker's perspective on the relationship between Fed policy and risk assets?

What are the implications of inflation on the Fed's interest rate decisions according to the speaker?