Rate Hike Bets Prompt Bond Selloff on Bailey Inflation Warning

The transcript discusses how central banks, particularly the Bank of England, are responding to prolonged energy impacts and embedded expectations. It highlights the clear signals from monetary policy guidance and the challenges of addressing supply chain issues. The discussion extends to global yield trends, focusing on the UK, US, Australia, and New Zealand, and predicts potential rate changes and increased market volatility in 2022, as noted by Bank of America analysts.

What warnings are being heard surrounding the potential regime shift in rates?

What does the text suggest about the potential regime shift in rates?