JPMorgan's Amoa Sees Multiple Factors Driving 10-Year Yield Higher

The video discusses the impact of global dynamics on US Treasury yields, focusing on the roles of the BOJ and ECB. It explores the potential for curve steepening and market implications. The video also highlights investment opportunities in corporate fixed income, particularly in US high yield and emerging markets. Finally, it compares the equity and high yield market cycles, noting differences in leverage levels and cycle stages.

What factors are influencing the 10-year Treasury yield to reach 3 1/2 to 4% over the next 12 months?

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How is the European Central Bank (ECB) preparing to exit from quantitative easing (QE) and what impact might this have on European rates?

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What opportunities exist in the corporate space of fixed income according to the discussion?

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In what ways should investors be selective in the current market conditions, particularly regarding Latin American corporates?

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What does the divergence between the US equity market and high yield market indicate about the current economic cycle?

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