Bonds Already in 'Mini' Bear Market, Schwab's Jones Says

The video discusses the current state of the bond market, identifying it as a mini bond bear market due to unusual drawdowns. It explores strategies for bond duration in a rate hike cycle, suggesting a shift towards longer durations as the yield curve flattens. The discussion also covers the potential peak of the current rate cycle, driven by synchronized global monetary policies. The video highlights economic slowdown indicators and their impact on inflation, emphasizing the lagging nature of inflation. Finally, it addresses market psychology, focusing on inflation expectations and the sensitivity of consumers to gasoline prices.

What indicators are mentioned that typically precede the peak in inflation?

What is the significance of gasoline prices in relation to inflation psychology?