Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses the outlook for bond yields, inflation, the U.S. dollar, and Fed monetary policy.

*This video was recorded on October 31, 2024

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0:00 - Intro

0:27 - Inflation expectations

2:47 - Q3 GDP and retail sales

4:16 - Unemployment rate outlook

6:21 - Wage growth

8:21 - AI and unemployment

9:50 - Oil and inflation

10:26 - Fed monetary policy outlook

13:36 - Yield curve

14:30 - MOVE index

15:23 - Duration risk

19:45 - Corporate bonds

20:39 - Dollar outlook

22:50 - Fed funds rate vs. Treasury yield

#dollar #investing #economy