Amundi's D'Orsay, Charles Schwab's Martin on 10-Year Yield

The transcript discusses the potential for 10-year Treasury yields to exceed 5%, considering market uncertainties and economic data. It highlights the impact of economic conditions, such as a resilient economy and sticky inflation, on yield curves. The discussion also covers investment strategies, emphasizing real rates and inflation bonds, while considering risks like unexpected inflation.

What are the uncertainties mentioned regarding the economic data and market trends?

What factors are influencing the short-term economic outlook according to the speaker?

How does the speaker view the possibility of the yield exceeding 5%?

What is the speaker's perspective on inflation and its impact on real rates?

What does the speaker suggest about the current pricing of forward inflation?