Bertoni: We Have Strong Signs After Long Lockdown

The video discusses the economic recovery post-lockdown, highlighting concerns about virus mutations and their impact on central bank policies. It explores the temporary nature of inflation, market risks, and the potential for a taper tantrum. The bond market's performance, particularly in Singapore, is analyzed, with a focus on emerging markets and treasuries. Strategies for managing yield curves and duration are also covered, emphasizing the importance of being defensive in the current economic climate.

How do central bankers view the current signs of economic recovery?

What are the major concerns of officials regarding the economy after the pandemic?

What does the Secretary General say about inflation?

What factors contribute to the current inflationary pressures according to the text?

What is the perspective on the bond market performance in May?

How does the speaker view the relationship between economic recovery and risky assets?

What is the speaker's stance on the long end of the yield curve?