JPMorgan Asset Has Been 'Pretty Bullish' on Treasuries, Yeo Says

The video discusses the impact of wage growth on inflation, highlighting the importance of monitoring wage increases above 3.5% as a potential threat to inflation. It also examines the effects of US-China trade tensions on consumer sentiment and financial conditions, suggesting that these factors could influence the Fed's policy decisions. The discussion further explores the bullish outlook on treasuries due to the nearing end of the Fed's rate hike cycle and rising recession risks, with a focus on the potential for increased safe-haven bids for treasuries.

What does the speaker suggest about the future of Treasury yields?

What is the speaker's perspective on the risk of recession in the near future?