TD Securities' Misra on Fed Policy Outlook

The video discusses the bond market's low yields despite a strong economy, attributing this to the Fed's dovish stance. It highlights concerns about the economic outlook and market reactions, especially if growth decelerates as the Fed exits. The discussion covers the Fed's tapering strategy, economic strength, and expectations for rate hikes. It also examines the impact of global growth on Treasury demand and the rates market, noting the influence of the Delta variant.

What is the significance of the economic outlook in relation to the Fed's tapering?

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In what ways could global growth impact the demand for Treasurys?

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