Treasuries Present Opportunities No Matter the Level, UBS’s Haefele Says

The video discusses market trends, focusing on the S&P and equity exposure strategies. It highlights the impact of Central Bank responses and containment measures in China. The speaker also explores opportunities in US Treasurys, particularly the 10-year, and discusses the role of inflation-protected securities and mortgage hedging.

How does inflation impact the investment strategy discussed in the text?

What role do mortgage hedging and other factors play in the 10-year market?