Global Central Banks' Scattered Approach to Policy

The transcript discusses various aspects of global bond markets, focusing on past events like the taper tantrum and Bund tantrum, and their economic implications. It highlights the complexity of central bank policies, particularly the role of the Bank of Japan and the divergence in policies among major central banks like the Federal Reserve, ECB, and the UK. The UK's influence on bond markets is examined, along with the disconnect between the US bond market and inflation. The transcript concludes with predictions on the Federal Reserve's future actions.

What is the speaker's view on the relationship between inflation measures and the bond market in the United States?

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What does the speaker suggest about the Federal Reserve's approach to monetary policy?

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