Daybreak Europe: Show Open: 30-Year Yield Below 2%

Danny Berger discusses the volatile bond market, highlighting a Nordea quote on inflation and FOMC's actions. The conversation covers market reactions, investment strategies, and Nomura's insights on market positioning. The discussion concludes with a focus on portfolio adjustments in response to the Fed's hawkish stance.

What does Danny Berger mean by a 'bumpy ride in the bond markets'?

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How does the Nordea team's quote relate to natural inflation?

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What implications does a change in the Fed's reaction function have for investors?

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Why is positioning important before the FOMC meeting according to the discussion?

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What does the increase in shorts in Treasurys indicate about market sentiment?

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