Decline in UST 10-Year Yields is Temporary: RHB's Jha

The video discusses the current state of inflation, questioning whether it is transitory or permanent. It examines factors driving inflation, such as global output gaps and commodity prices. The Fed's policy and market reactions are analyzed, highlighting potential risks of policy errors. The bond market dynamics are explored, with forecasts on yields and investment strategies in bonds and equities. The video concludes with recommendations for investment allocations in the current economic environment.

How does the speaker view the current positioning of the bond market?

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In what ways does the speaker suggest that the market is preparing for rising inflation?

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What does the speaker suggest about the future of bond yields?

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