What's the Big Idea? Yield Is Now a Made-In-America Phenomenon

The video discusses the current state of bond yields, highlighting that US bonds are now the primary source of positive yield due to negative yields in non-US sovereign debt. This has led to increased investment in US corporate and government bonds. The inversion of the US Treasury curve is attributed more to foreign investors seeking yield than to US recession risks. Overall, the video emphasizes the necessity of investing in US bonds for positive returns.

What is the main reason for the difficulty in finding yield in non-US bonds?

• Political instability in Europe

• Increased interest rates in the US

• Negative yields on non-US sovereign debt

• High inflation rates in non-US countries

What has been the effect of negative yields in Europe and Japan on US bonds?

• Decrease in US bond investments

• Stability in US bond yields

• Flood of investments into US bonds

• Increase in European bond yields

Which index shows the record levels of US corporate debt?

• Dow Jones Industrial Average

• FTSE 100

• Bloomberg Barclays index

• S&P 500

How are pension funds and insurers reacting to negative yields?

• Increasing cash reserves

• Avoiding US bonds

• Moving up the maturity curve

• Investing in short-term bonds

What is the overarching theme regarding positive yield in the current bond market?

• Positive yield is easily found in Europe

• Yields are uniformly distributed globally

• US assets are the primary source of positive yield

• Asian markets offer the best yields