Why U.S. Treasuries Are Selling Off

The video discusses the media's muted reaction to interest rates surpassing 3%, contrasting it with previous instances. It explores the coordinated rise in global bond yields and its implications for the Federal Reserve. The conversation delves into investor complacency, economic indicators, and the potential for a recession in 2020. The discussion also covers duration risk, yield curve dynamics, and investment strategies in the context of current market conditions.

In what ways might inflation concerns impact investor behavior in the bond market?

What are the potential reasons for investors to consider longer-term bonds despite current market conditions?