Very Bullish on Treasuries in 2021, Says HSBC’s Major

The video discusses the volatility in the bond market, focusing on BTP risk and the role of the ECB. It highlights the impact of the EU Recovery Fund and ECB's actions on market dynamics. The interconnectedness of global markets is emphasized, particularly in relation to bond yields and forecasts for 2021. The discussion also covers the potential risks to equities and real yields, considering inflation expectations and market corrections.

What factors contribute to the volatility of BTPs in the current market?

How did the Recovery fund and Next Gen issuance change the financial landscape?

What are the implications of the ECB's actions on the bond market?

Discuss the relationship between Treasurys and Italian bond yields.

What are the potential risks associated with the current equity market?