Making Sense of the Post-FOMC Treasury Selloff

The video discusses the intersection of various market forces, focusing on the Federal Reserve's stance and its implications for the bond market. It highlights a debate on whether the bond bull market is over and examines public sentiment on a potential recession. The discussion also covers market recovery, investor sentiment, and the divergence between bond and equity markets. The video concludes with an analysis of the US jobs report and its impact on a potential Fed rate hike.

What indicators does the speaker suggest are important for predicting a Fed rate hike?

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What concerns does the speaker express regarding the recovery of the economy?

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