Oreana Private Wealth's Chan Says Bond Market Is Oversold

The video discusses the significance of inflation readings and their impact on the bond market, which is currently oversold. It explores short-term and long-term trends, predicting further downside in sovereign bonds and rising interest rates. Inflation is expected to fluctuate but remain manageable, with the Federal Reserve unlikely to raise rates aggressively. The video also examines short bets against treasury futures and their implications for the equity market, which may face volatility but is expected to withstand higher bond yields.

What unusual significance is being assigned to the current inflation reading?

What are the potential implications of the bond market being oversold?

How might inflation disappoint the market, and what would be the consequences?

What is the expected trend of inflation in the medium to long term according to the text?

What challenges does the equity market face with rising bond yields?