Fed Minutes Signal Possible Faster Rate Increases

The video discusses the Federal Reserve's balance sheet runoff and its implications for market liquidity. It highlights market reactions to potential rate hikes and provides technical analysis of yield trends. The discussion also covers inflation expectations and the pricing of terminal rates, suggesting that the market may need to adjust its expectations for future rate hikes.

Discuss the reasons behind the recent rise in yields despite known rate hike expectations.

What does the term 'bear flattening' of the yield curve mean in the context of current market trends?