Macquarie's Lakos Sees Inflation as Biggest Risk

The transcript discusses the impact of non-farm reports on market expectations, particularly focusing on bond and equity markets. It highlights the role of central bank policies and inflationary pressures in shaping market trends. The discussion also covers the potential onset of a bond bear market and the normalization of economic growth, with central banks adjusting their policies accordingly.

What expectations do fund managers have about the bond market as indicated in the text?

What is the significance of the synchronized growth mentioned in the text?