UBS's Falconio Says Consider Selling the Rally in Fixed Income

The video discusses current market trends, focusing on the US economic outlook and the Federal Reserve's interest rate decisions. It highlights the impact of geopolitical events, such as sanctions on Russian banks, on fixed income and energy markets. The discussion also covers real yields and inflation expectations, emphasizing the Fed's likely gradual approach to rate hikes despite rising energy prices.

What are the anticipated rate hikes by the end of the year according to the discussion?

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Discuss the potential impact of rising energy prices on monetary policy.

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