Daybreak Europe: Show Open: 30-Year Yield Below 2%

Danny Berger discusses the volatile bond market, highlighting a Nordea quote on inflation and FOMC's actions. The conversation covers market reactions, investment strategies, and Nomura's insights on market positioning. The discussion concludes with a focus on portfolio adjustments in response to the Fed's hawkish stance.

What does Danny Berger mean by a 'bumpy ride in the bond markets'?

How does the Nordea team's quote relate to natural inflation?

What implications does a change in the Fed's reaction function have for investors?

Why is positioning important before the FOMC meeting according to the discussion?

What does the increase in shorts in Treasurys indicate about market sentiment?