Vishy Tirupattur: Are Bonds Primed for a Comeback?

This podcast episode discusses the recent moderation in inflation and its implications for the economy and financial markets. Economists expect lower core inflation due to shifting consumption patterns and recent data showing a slowdown in services sector earnings growth. This could lead to a softer landing and a potential adjustment in the Fed's hawkish stance. Although returns for government bonds this year may be average, they could still outperform given the risks that markets are not pricing in.