Amundi's Duensing: Bonds Are Back

The video discusses market reactions to the Fed's policy guidance, focusing on economic projections for 2023, including inflation, unemployment, and growth. It explores strategies for US fixed income investments, emphasizing the attractiveness of the yield curve. The impact of rate hikes on the economy and asset classes is analyzed, along with FX volatility and the Bloomberg Dollar Index. Finally, the video highlights opportunities in credit spreads and high-grade investments, considering risk premia and market dynamics.

What are the anticipated changes in the Fed's rate hikes as we move into early 2023?

How is the volatility in the FX market affecting the demand for US fixed income assets?

What is the outlook for high-grade corporate credit compared to high-yield markets according to the text?