Bonds Have More Fun

The transcript discusses the vulnerability of markets to economic shifts, particularly in light of global events like the coronavirus pandemic. It examines the potential for a global recession, the role of central banks, and the impact on inflation and yields. The Federal Reserve's influence on interest rates and the dynamics of the yield curve are also explored, highlighting the challenges in predicting economic outcomes.

What indicators suggest a potential recession in certain areas?

What is the significance of the PMI data in understanding economic conditions?

How do inflation expectations affect the yield curve?