What are the two messages that a global strategist should convey to policymakers regarding interest rates?
Bond Market Returns to Be Low for a Long Time, JPM's Kelly Says

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2.
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How does the current monetary policy affect inflation and growth according to the speaker?
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What is the speaker's perspective on the performance of defensive stocks in the current market?
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What does the speaker suggest about the value of international equities compared to U.S. stocks?
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What alternative investments does the speaker mention as potentially offering better returns?
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