Citi's Levkovich on Central Banks and the Yield Curve

The video discusses the impact of global central bank liquidity on long-term bond yields, highlighting the attractiveness of US bonds to foreign investors. It explores the challenges of balancing value and growth investments, considering economic indicators that suggest continuous growth and potential wage inflation. The discussion emphasizes the importance of long-term market dynamics over short-term trading, noting the influence of rising bond yields on investment strategies.

What economic indicators suggest continuous growth into next year?

How might wage inflation impact the bond market in the coming year?