Treasuries Have Room to Move Higher: AllianceBernstein's Gibson

The video discusses the dynamics of bond yields, focusing on factors like Fed policy, term premium, and quantitative tightening. It highlights the divergence between US and China rates, emphasizing the yield differential. The impact of supply and inflation on bond yields is analyzed, along with the role of corporate issuers. The video concludes with an examination of real yields and global debt levels, noting the challenges in returning to pre-COVID levels.

What factors contributed to the rising bond yields discussed in the text?

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What is meant by 'term premium' and how might it affect bond yields?

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What role does the Federal Reserve play in the context of bond yields and market expectations?

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Discuss the implications of the PBOC's easing measures on global bond markets.

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How does the yield differential between China and US bonds affect investment strategies?

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How do inflation expectations influence bond yields according to the text?

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What challenges are mentioned regarding the return of bond yields to pre-COVID levels?

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