Nomura Says U.S. Not in Danger of Overheating Just Yet

The transcript discusses the optimistic outlook on US growth and the potential risks of economic overheating. It highlights the Federal Reserve's position in the hiking cycle and market reactions to previous testimonies. The discussion also covers the performance of the US dollar, expectations for interest rate hikes, and the impact of global risks on the US dollar curve. The analysis suggests that the US dollar is well-priced on the front end, with more focus needed on the back end for term premium adjustments.

What risks does the speaker mention that could affect the US dollar?

What is the speaker's prediction for the 10-year Treasury yield?