JPM's Bilton Sees 'Great Portfolio Hedge' in U.S. Bonds

The video discusses the recent movements in bond yields, particularly the March 10s and 30s, and the lack of media attention on these changes. John Bolton from JP Morgan provides insights into the implications of these yield changes, highlighting the impact of US tax rule shifts on pension fund investments. The discussion also covers strategies for derisking portfolios and the current market trends, including global growth and inflation. The Federal Reserve's rate hiking plans and trade issues are also touched upon.

What does the speaker suggest about the attention given to the surge in yields?

What implications does the speaker mention regarding the 15th of September and tax rules in the US?

What does the speaker mean by 'being paid to derisk' in the context of pension fund investments?

What are the speaker's views on the potential for a technical breakthrough in yields?

How does the speaker describe the current state of inflation and its impact on the market?