Why the Global Bond Selloff Is Likely to Resume

The video discusses the Australian 10-year government bond yields in comparison to other countries, highlighting the tight bond spreads with the US and the impact of global policies on these spreads. It explores the influence of international investor inflows, particularly from Japan, on the Australian bond market. The Reserve Bank of Australia's (RBA) monetary policy stance is examined, with expectations of holding interest rates steady due to low inflation. The video also addresses the impact of banking regulation on credit markets and liquidity conditions post-GFC.

How do international investors perceive the yield premium when investing in Australian bonds?

What factors are contributing to the compression of bond spreads globally?

What is the expectation for the Australian bond market if there is a global sell-off in yields?

What are the implications of the RBA's current stance on interest rates for the Australian economy?

In what ways has banking regulation impacted the local fixed income market?