Deutsche Asset Management's Taylor Sees Two Fed Hikes in 2018

The video discusses the current monetary policy outlook, highlighting a likely continuation of interest rate hikes. It examines investor sentiment, particularly the record high short positions in US 10-year bonds, and explores strategies for US assets. The analysis extends to asset returns over the past 15 years, noting challenges in sovereign returns and opportunities in emerging markets and credit. The recommendation is to invest in international equities for better returns compared to US markets.

What is the significance of the short positions in U.S. 10-year bonds mentioned by the speaker?

What does the speaker imply about the potential for returns in international markets compared to U.S. markets?