Treasury Selloff Justifiable & Healthy, PineBridge Investments' Slim Says

The video discusses the recent movements in US Treasury yields, attributing them to improved economic prospects and successful vaccine rollouts in major economies. It highlights the market's reaction to these changes, noting that while yields are normalizing, there is no cause for panic. The discussion also covers adjustments in investment strategies, emphasizing caution in interest rate risks and a preference for corporate over sovereign bonds. The video concludes with an analysis of the currency market, the mixed performance of the dollar, and the Federal Reserve's stance on current economic conditions.

How does the current economic situation affect the perception of inflation?

What are the implications of rising interest rates on the bond market?

What role does fiscal policy play in the current economic landscape?