Bond Market Carnage: Are U.S. Treasuries Oversold?

The video discusses the current state of the bond market, highlighting the oversold condition of Treasurys and the end of the secular bull market. It explores interest rate forecasts, with predictions of a rise in the 10-year yield. The video also examines credit valuations, noting that despite a drop in Treasurys, credit remains overvalued. Inflation expectations are influenced by global uncertainties, including political events. The video concludes with investment strategies, advising caution with sovereign bonds due to potential negative returns.

What does the RSI indicate about Treasurys according to the text?

What is the consensus forecast for the 10-year yield by the end of this year?

Why does the speaker believe that the drop in Treasurys has not altered credit valuations?

What factors contribute to the uncertainty in the global economy as mentioned in the text?

What is the speaker's view on the future of corporate bonds compared to sovereign bonds?