Capital Link's McGonegal on Fed Policy, Rate Hike

The transcript discusses the economic outlook for June, focusing on the potential for tightening monetary policy and the lack of wage growth and investment. It highlights concerns about the labor market, particularly in high-skilled sectors, and the potential for inflation. The bond market's reaction to these economic conditions is analyzed, with a focus on interest rates and the 10-year yield. The discussion concludes with market forecasts and the potential impact of the Trump administration's policies.

What are the expectations regarding the 10-year yield based on the discussion?

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What potential actions from the Trump administration are anticipated to affect the market?

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