HG Research's Goetti Likes Longer-Dated UST Bonds

The transcript discusses the potential transitory nature of inflation, the Federal Reserve's tapering plans, and the economic slowdown. It highlights the impact of China's economic challenges and COVID-19 strategy on the global economy. The discussion also covers investment opportunities in US Treasurys and commodities, considering the current market trends. Finally, it addresses the effects of COVID-19 variants on global economic recovery and the policy responses by various countries.

What is the speaker's perspective on the potential for inflation to be transitory?

How does the speaker assess the impact of China's COVID strategy on its economic growth?

What are the potential risks associated with the economic slowdown mentioned by the speaker?