Time to Get Bonds Back Into Your Portfolio, Says UBS' Briscoe

The video discusses recent market movements following a Fed meeting, highlighting a significant stock sell-off and a moderate bond rally. It explores the bond market's focus on inflation, which is expected to decline, making bonds more attractive. The discussion also covers the impact of falling oil prices on inflation and the potential inversion of the two and ten-year yield curves, considering the current economic pressures and Fed policies.

What factors are influencing the bond market's current stance according to the text?

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How has the correlation between bonds and equities changed this year?

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What does the speaker suggest about the future of inflation rates?

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What impact does the speaker anticipate from oil prices on inflation?

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What are the expectations regarding the inversion of the two and ten-year curves?

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