Has US Inflation Peaked at 9.1%?

The video discusses the current state of inflation, highlighting that it may not have peaked yet. Market participants are focusing on commodity prices, despite a drop in soft commodities. Bloomberg Intelligence suggests that optimism about inflation might be misplaced, as private PMI readings show high input costs, especially in the services sector. The video also explores the implications of inflation expectations on Asian bonds, noting potential negative returns and a possible increase in yields.

What could be the implications of rising inflation expectations for bond investors?

What is the current yield of Asia investment grade bonds relative to CPI?