Janus Henderson Sees Upside Risk for Inflation, U.S. 10-Year Yield

The video discusses the 10-year yield forecasts by major financial institutions and highlights the potential for upside risk in interest rates. It explores inflation concerns, noting that while official numbers may not reflect it, inflation is evident in retail and commodity prices. The speaker emphasizes the importance of recognizing latent inflation risks and the impact of tariffs and commodity prices on inflationary pressures.

What is the teacher's belief regarding the risk associated with the 10-year yield?

How does the teacher perceive the current state of inflation in the retail space?

In what ways does the teacher observe inflation in their household?

What does the teacher suggest about the relationship between tariffs and inflation?

What factors does the teacher mention that contribute to inflationary pressures?