Global Bonds Suffer Worst Monthly Meltdown, What's Next?

The video discusses the Bloomberg Barclays Treasurys index, highlighting market influences such as economic data, rate hikes, and fiscal stimulus. It examines valuation and inflation risks, emphasizing the market's current stance on deflation and inflation expectations. The analysis extends to the US dollar's prospects, duration strategy, and the potential impact of corporate tax cuts. The video also covers inflation expectations, US economic growth, and the bond market's response to liquidity issues, providing insights into future interest rate movements and fiscal plans.

What are the implications of potential fiscal stimulus on inflation?

What role does liquidity play in the current market volatility?