Bond Market May Be Too Worried About Inflation: Waldner

The video discusses the current market ambiguities, particularly focusing on the CPI's impact on fixed income and the market's response to inflation. It highlights the need for adjusting bond portfolios by considering duration and credit spread, with a focus on real yield. The discussion also covers the market's current investment trends, such as the shift towards money market funds, and suggests reallocating resources towards longer-duration real yield bonds. The video concludes with a strategy for investing in high-quality credit as a buying opportunity.

How has the market responded to the disinflationary trend according to the discussion?

What are the two components to yield in bond portfolios mentioned in the text?

What does the speaker suggest about reallocating resources in bond portfolios?

What concerns does the speaker express regarding inflation in the current market?

What is the speaker's view on the current state of treasury notes and investment opportunities?