Daybreak Europe Show Open: Get Them When You Can

The video discusses the current state of the bond market, highlighting a significant demand from non-dealers and a low share for primary dealers. Despite expectations of high inflation, the market is heavily investing in bonds. The discussion includes insights from Bloomberg's Roger Burgess and SoC Gen's investment bank head, questioning if the market is overreacting or if the risks are already priced in. Goldman Sachs' interest rate predictions are also covered, with a focus on how these rates might affect the market. The video concludes with a historical perspective on market trends.

What changes did Goldman make regarding their rate predictions?

What question does the speaker pose about the current bond prices?