Tariffs an Opportunity to Go Long Fixed Income: BMO's Davis

The video discusses key financial topics for the upcoming year, focusing on tariffs, increased bond supply, and a Powell showdown. The main emphasis is on tariffs, which are seen as an opportunity to extend fixed income investments due to increased yields. The discussion includes strategies for investing in Treasuries, particularly in the 10-year range, and predictions for market movements in the first quarter of 2025, with a focus on real money accounts reallocating risk between fixed income and riskier assets.

What is expected to happen in the first quarter regarding the allocation of risk between fixed income and riskier assets?

What is the speaker's prediction about the 10-year yields in the first quarter of 2025?