Franklin Templeton's Desai on Fed, Inflation

The video discusses the Federal Reserve's stance on inflation, describing it as temporary, and the market's reaction to this view. It highlights the resulting volatility in yields and the implications for investment strategies. The discussion also covers opportunities in emerging markets and high yield sectors, emphasizing the importance of managing exposure and generating income amidst market fluctuations.

What factors contribute to the volatility observed in the bond market?

What is the significance of the recent trends in month-over-month inflation?

How do emerging markets present opportunities for investors currently?