HSBC's Major Sees Most Value in Long End of US Curve

The video discusses the current value in the US curve, focusing on the long end, particularly the 30-year treasuries. It explains how the Fed's rate hikes impact the curve, with the 30-year being driven by the peak rate in the cycle. The discussion includes the potential for future trade strategies, such as receiving the two to five year segment, considering recession risks and market dynamics. Holding 30-year treasuries is suggested as a safe option.

What does the Fed's dot points indicate regarding the peak rate in the cycle?

What is the significance of holding 30-year treasuries according to the discussion?