'Maybe Too Much Fear' on Yield Curve, Says Shah

The video discusses the current state of the yield curve, noting a flattening trend but dismissing fears of an imminent recession. It highlights concerns about low inflation and the impact of globalization and technology. The discussion suggests that a recession is not expected until 2020, with Morgan Stanley predicting it for that year. The video also covers investment strategies for sovereign bonds, recommending selling short and buying long. It concludes with an outlook on rising interest rates and inflation, suggesting that recent data indicates inflation is starting to rise, contrary to the Fed's cautious stance.

What does the flattening of the yield curve indicate about the economy?

What are the potential consequences of low inflation as discussed in the text?

According to the speaker, when might a recession occur?

How does the speaker suggest investors should approach sovereign bonds?

What is the speaker's view on the future of inflation?