Here's your summary from BMO's Davis Sees Monthly Auctions Driving Yields (https://www.youtube.com/watch?v=cYCMehUAaDc) on the Bloomberg Television channel:
**TLDR:** BMO's Davis predicts higher yields driven by monthly auctions, real yields, and growth expectations.
1. Davis anticipates higher yields due to factors like inflation, real yields, and growth expectations.
2. Monthly auctions are driving up yields as different buyers seek higher yields to participate.
3. Risk parity strategies are impacted by volatility in real yields, potentially leading to higher yields.
#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro nostr:npub1849ntz6s6gxrunv9tunnlurvfx7xk0mwvtzz4m2y7fu8gt7408dqsl0qen nostr:npub1tlvvdgm4csch9x3m0r3qsrll7zsaccl49c4gdz5qz9g3jz33l92ss4gp7z