Deutsche Bank's Chadha: 'Serious Carnage' Coming in Bonds

The transcript discusses market nervousness, focusing on long duration investments and the impact of European and Japanese market perceptions. It highlights the effects of ECB and BOJ policies, US yields influenced by foreign inflows, and potential market changes. The discussion also covers current market conditions, predictions, and the importance of Fed decisions.

What factors are influencing the perception of long-duration bonds in the current market?

How have the actions of the ECB and BOJ affected investor sentiment towards US yields?

Discuss the implications of foreign inflows into the US bond market over the last few years.

What are the potential consequences if the BOJ decides to allow the yield curve to steepen?

Analyze the current state of the US Treasury yield in relation to GDP growth and inflation.