Pimco Expects Volatility in Bond Markets to 'Come Down'

The video discusses the pricing of recession risk across different asset classes, noting mixed signals from US data and the impact of Fed funds on Treasury yields. It explores market volatility, duration strategies, and the potential for central banks to hike rates. The discussion includes the Fed's hawkish stance and its implications for financial conditions and risk markets. The video also highlights the potential for Asian currencies to benefit from China's reopening and the appeal of Indonesia for foreign investors due to structural reforms and a weaker dollar.

What factors are being compared to assess recession risk in the market?

How has the pricing of the soft landing scenario changed over the course of the year?

What is the expected impact of central banks potentially hiking rates?

What are the potential benefits of mortgage-backed securities in the current market?

How does the bond market influence the discount rate according to the text?

What are the implications of a weaker US dollar for Asian currencies?

What structural reforms have made Indonesia appealing to foreign investors?