What's Behind the Selloff in Treasuries, Bonds?

The video discusses the impact of the Trump effect on market trends, particularly focusing on the rise in yields and the strength of the dollar. It explores the puzzling relationship between a stronger dollar and rising inflation expectations, highlighting the role of economic indicators. The discussion also covers potential drivers of inflation, such as commodity prices and fiscal policies, while noting the uncertainty in predicting inflation in a post-global financial crisis world.

What factors contributed to the rise in the ten-year yield mentioned in the text?

How does the strength of the dollar relate to inflation expectations according to the discussion?

What is the significance of the relative strength index in the context of the dollar's performance?

Discuss the potential impact of fiscal stimulus on inflation as mentioned in the text.

What are the challenges in predicting inflation in a post-global financial crisis world?