What to Watch: U.S. Inflation Bets Are Tanking

The video discusses the recent repricing of Treasurys and the potential peak in the market. It explores the possibility of the Fed pausing its rate hiking cycle and the market's unpreparedness for such a move. The discussion also covers the impact of foreign investments and FX hedging costs. Additionally, it analyzes the performance of bonds and shifts in Treasury issuance, particularly under the Trump administration.

What changes have occurred in the issuance of Treasury bonds recently?

Discuss the potential outcomes if the last rate hike peaks above 3%.