How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
00:00
Analyzing Bond Yields, Inflation Expectations, and Market Shifts
Exploring the transition from declining bond yields to a new regime, factors influencing inflation expectations, the Fed's role in managing inflation, and the market's adaptation to a changing rate environment amidst optimistic growth projections.
Play episode from 10:26
Transcript
