Sharma: Bond Selloff a Market Trend Against More Stimulus

The transcript discusses significant market movements over recent days, focusing on FX markets and European trends. It highlights central banks' roles, particularly the ECB, and their impact on bond yields and market reactions. The discussion includes future market expectations, potential adjustments, and the US economic outlook, with insights into rate hikes and fiscal stimulus. The overall theme is the market's response to central banks and the evolving economic landscape.

What factors are influencing the shape of the yield curve as mentioned in the text?

What expectations are set for the upcoming meetings in November and December?