Amundi's D'Orsay, Charles Schwab's Martin on 10-Year Yield

The transcript discusses the potential for 10-year Treasury yields to exceed 5%, considering market uncertainties and economic data. It highlights the impact of economic conditions, such as a resilient economy and sticky inflation, on yield curves. The discussion also covers investment strategies, emphasizing real rates and inflation bonds, while considering risks like unexpected inflation.

What is the main factor expected to dominate market narratives in the short term?

• Global trade agreements

• Economic data

• Political uncertainties

• Technological advancements

What is the speaker's view on the 10-year Treasury yield surpassing 4.80% in the near term?

• It will definitely happen

• It is unlikely

• It is already above 4.80%

• It is highly likely

What economic condition is described as indicative of a healthy economy?

• Negatively sloped yield curve

• High unemployment rate

• Positively sloped yield curve

• Deflation

What is the suggested investment strategy to protect against inflation?

• Investing in cryptocurrencies

• Investing in real rates and inflation bonds

• Investing in real estate

• Investing in technology stocks

What is the main risk associated with the suggested investment strategy?

• Deflation

• Higher than expected inflation

• Political instability

• Technological disruption