'Bloomberg Real Yield': Powell Bats Down Taper Talk

The video discusses the current state of bond yields and the Federal Reserve's stance on tapering asset purchases. It highlights the market's sensitivity to tapering discussions and the Fed's cautious approach to avoid a repeat of the 2013 taper tantrum. The video also explores inflation expectations, investment strategies in the current economic environment, and opportunities in emerging markets and commodities. It concludes with a preview of upcoming economic events, including the inauguration of Joe Biden and Kamala Harris, and key decisions by the ECB.

Discuss the potential risks of disinflation versus inflation as highlighted in the conversation.

What role does emerging markets debt play in the current economic environment?

How might the global commodity supercycle impact emerging markets?