There’s No Conviction in Being Short Duration in Bonds: Weston

The video discusses current market trends, focusing on inflation concerns and bond market dynamics. It explores the challenges of short duration strategies in bonds, the impact of real yields and inflation on markets, and the potential for currency and market volatility. The video also examines equity market trends, including the possibility of corrections and the performance of cyclicals versus defensives.

What is the significance of the payroll numbers mentioned in the text?

Explain the relationship between economic surprise indices and market reactions as described.

What are the implications of a potential 5% correction in the market?