We're More Nervous About Long End of Yield Curve, Tannuzzo Says

The video discusses recent shifts in the fixed income market, focusing on the Fed's tapering and its impact on bond yields. It advises on portfolio strategies, emphasizing a defensive approach to interest rates. The analysis covers the yield curve, international influences, and potential regime shifts, highlighting the importance of gradual changes in yields to avoid financial strain.

What role does the international economic situation play in the U.S. bond market?

What conditions would indicate a regime shift in the bond market according to James Bullard?