Real Rates Are Extraordinarily Accommodative: Boubouras

The video discusses the Federal Reserve's shift from the transitory narrative, focusing on real rates and tapering. It explores strategies for hedging in the bond market, particularly for pension funds, and examines the policy stances of Asian central banks. The role of commodities, especially base metals, in the global economy is also highlighted, with a focus on China's demand and energy prices.

What challenges do CPI and PPI present to the market in the coming year?

What factors will influence inflation according to the discussion?

How are base metals expected to perform in the global economy post COP 26?