Macro Insiders: In Focus from Raoul – Why Bonds Are Mispriced and What Comes Next for the Fed

In this special video edition of his September In Focus report, Raoul explains why he thinks bonds are mispriced and that inflation has peaked. He also takes an in-depth look at the recent move in bond yields, forecasts the Federal Reserve’s next move, and shares his current sentiment and positioning. Recorded on September 19, 2022


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