BlackRock's Hegarty Says U.S. Inflation 'Priced Inappropriately'

The video discusses global inflation allocation strategies, highlighting the US market's risk premium and the overvaluation in the UK. It examines inflation trends in the Eurozone, suggesting a stable outlook. The discussion shifts to real yields, emphasizing their role as a proxy for economic potential and the influence of central bank policies on long-term rates.

What is the teacher's perspective on the path of inflation priced by the US inflation market?

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How does the teacher view the inflation landscape in the UK compared to the market's pricing?

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What are the teacher's thoughts on the inflation risks in the eurozone?

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What does the teacher suggest about the real yields in major economies?

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According to the teacher, what has driven long real yields lower in this cycle?

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