MetLife's Matus Sees No Inflation Push

The video discusses the current state of the rates market, emphasizing a real yield move rather than inflation concerns. It explores the potential for 3% growth without significant inflation, highlighting productivity as a key factor. The discussion also covers the volatility regime, noting various economic uncertainties. Finally, it examines the potential impact of Fed rate hikes on the economy, suggesting that such hikes aim to maintain long-term lower interest rates.

What is the main concern regarding the US budget situation mentioned in the text?

How does the speaker believe productivity will change with growth?

What is the speaker's view on the potential impact of tax reform on capital investment?

What factors are contributing to the current volatility regime according to the speaker?

What does the speaker suggest about the relationship between rate hikes and the 10-year yield?