HSBC’s Major Says Now Is the Time to Look at Long End of Bonds

The transcript discusses the potential for higher interest rates and the attractiveness of long bonds. It explores forward rates, market predictions, and the impact of the US election on the economy. The conversation also covers inflation risks, disinflation, and the possibility of the US economy resembling Japan's. The discussion concludes with an analysis of the interest rate curve and future economic outlook, considering the potential for negative rates.

What is the speaker's view on the possibility of the US economy becoming like Japan's?

What potential economic scenario is discussed in relation to the upcoming election?