Federal Reserve Governor Christopher Waller triggered the US Treasury market to rally by saying that he believes that monetary policy is tight enough and that the US economy is likely to pull off a soft landing. Markus Allenspach, Head of Fixed Income Research, shares his views and explains where he sees the best opportunities to build fixed income exposure.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:24 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:59 US bonds update by Markus Allenspach (Head of Fixed Income Research)

13:32 Closing remarks by Bernadette Anderko (Investment Writing)

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Fed speak triggers a US Treasury rally – stocks have not reacted (yet)