HSBC’s Major: ‘Uber-hawkish’ Shift Needed to Reach 2% Yield

The video discusses the trends in yields, the impact of central bank policies, and market reactions to these changes. It highlights the importance of understanding the economic factors influencing interest rates, such as debt levels and central bank balance sheets. The discussion also covers market reactions to policy changes, referencing the 2013 taper tantrum, and provides forecasts for interest rates and economic predictions. Additionally, the video analyzes inflation-linked bonds and treasury yields, emphasizing the importance of market analysis in understanding these financial instruments.

What are the implications of the Fed's balance sheet growth on future rate hikes?

In what ways does the speaker believe the current inflation linked bonds market is behaving?