Treasury Yields Push Higher After Auction

The video discusses the evolving market narrative, focusing on the Fed's role in adjusting expectations and the normalization of the treasury market. It explores the impact of rate changes on risk assets and the stability of the credit market. The challenges of market predictions and the effects of economic news are highlighted, along with the interconnectedness of various market aspects.

What are the potential risks associated with investing in credit markets at this time?

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What does the speaker mean by stating that the understanding of markets is often less than believed?

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How do different aspects of market dynamics, such as duration and liquidity, interact during a sell-off?

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