Discuss the significance of the ISM expectation survey mentioned in the text.
HSBC's Major Says He's Not Meeting Many Bond Bulls

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1.
OPEN ENDED QUESTION
3 mins • 1 pt
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2.
OPEN ENDED QUESTION
3 mins • 1 pt
What is the relationship between real yield and inflation expectations as discussed in the text?
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3.
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3 mins • 1 pt
How does the market's confidence in the Fed's response to inflation expectations affect bond narratives?
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4.
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What observations are made about the divergence between the US and the rest of the world regarding real yields?
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5.
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What implications does the text suggest about the future narrative on bonds if current trends continue?
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