This podcast episode analyzes the impact of inflation, central bank policies, and investor concerns on government bond returns, highlighting the challenges faced by US Treasuries in 2022. It explores the moderation of inflation, central banks' responses, and the shift in investor focus from the speed of inflation's rise to the uncertainty of its decline. Additionally, the episode discusses investors' concerns about disinflation, potential impact of the debt ceiling negotiations on economic activity, and the prospects for future returns in government bonds.
