UBS's Donovan Doesn’t See Return to 'Fair Value' for Treasuries

The video discusses the concept of fair value in the treasury market, highlighting the disconnect between traditional economic models and current market realities. It explores factors like market manipulation, regulation, and demographics that distort market values. The speaker questions the return to a 'normal' market and examines historical perspectives on market values. The discussion also covers the yield curve inversion and its limited economic implications, emphasizing that fear of inversion can influence market behavior.

In what ways do changing demographics affect the financial sector according to the speaker?

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What is the speaker's perspective on the significance of yield curve inversions?

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