Why Goldman's Mueller-Glissman Is Underweight Bonds

The video discusses the current market strategy, focusing on being neutral in equities and credit, underweight in bonds, and overweight in cash and commodities. It highlights the fading rates volatility due to peak inflation and central banks nearing the end of their tightening cycles. However, new rates volatility arises from sticky inflation and re-acceleration risks. The discussion includes the effectiveness of monetary policy and potential market risks. The video also explores investment opportunities in equities, particularly in Asia and Japan, due to growth momentum and global linkages.

What are the potential risks mentioned regarding monetary policy effectiveness?

What is the significance of the DOJ policies mentioned in relation to Japan's market?