What Will it Take to Test the Fed’s Patience?

The transcript discusses the potential for the Federal Reserve to cut interest rates, driven by inflation data and financial conditions. It highlights trends in the global bond market, US economic growth projections, and the impact of the trade war. The discussion also covers real yields in the US compared to other countries and global policy trends affecting market dynamics.

What are the expectations for GDP growth in the coming years according to the discussion?

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How do the speakers perceive the relationship between US yields and global yields?

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What is the outlook for the US bond market in relation to other global markets?

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