Eaton Vance's Stein Sees Higher Treasury Yields, Weaker Dollar

The video discusses the current state of dollar-yen trading, highlighting the lack of significant movement in the yen and the focus on Japanese inflation-linked bonds and equities. It explores the potential for higher yields and a weaker dollar, contingent on global growth and moderate Fed rate hikes. The discussion includes strategies for managing FX risk in fixed income investments, emphasizing the importance of currency, credit spreads, and local interest rates. The video concludes with an analysis of yield spreads, predicting a steeper curve as growth and inflation rise, and the Fed's approach to inflation targeting.

What is the speaker's outlook on the dollar and yields in the context of global growth?

What factors does the Eaton Vance global macro strategy consider when thinking about risk?

What does the speaker suggest about hedging currency risk in fixed income investments?

What is the speaker's prediction regarding the yield curve and its relation to growth and inflation?

How does the speaker view the relationship between inflation and the Fed's response?