JPMorgan's Jay Barry on the Bond Market

The video discusses recent market movements, focusing on the disconnect between technical and fundamental factors affecting yields. It covers the current market position, forecasts for future yield movements, and the impact of European market changes on US yields. The discussion includes expectations for Federal Reserve and ECB policies, particularly regarding tapering and rate hikes. Finally, it explores yield curve positioning and investment strategies, highlighting the demand from pension funds and the potential for further yield movements.

What are the expectations regarding the Fed's tapering process?

What vulnerabilities exist in the intermediate sector of the yield curve?