Best of Bloomberg Intelligence (07/12/2022)

The video discusses bond yield curve inversions, predicting an economic slowdown or recession by Q3 2023. It explores market dynamics, the impact of CPI on Fed policy and markets, and the behavior of risk assets. The video also analyzes international demand for US bonds, highlighting domestic investment trends and the influence of currency strength on the bond market.

What does a negative yield curve inversion indicate about market expectations?

Discuss the implications of a lower than expected CPI number on the equity and bond markets.

What factors contribute to the demand for U.S. bonds from foreign investors?

What role do interest rate differentials play in the strength of the U.S. dollar?

How does the Federal Reserve's interest rate policy impact the bond market?