Goldman's Zach Pandl on Inflation

The transcript discusses the current economic landscape, focusing on inflation trends, market expectations, and the impact on long-term rates. It highlights the role of central banks and fiscal stimulus in shaping economic recovery. The discussion also covers the yield curve, global influences like COVID-19, and investment strategies in the context of global yield trends.

What are the potential risks associated with the reopening effects on the economy?

What indicators suggest that the labor market has not fully healed?

How does the global economic environment affect U.S. Treasury yields?