Sovereign Bonds Bear the Weight of Monetary Policy

The video discusses the impact of central bank policies on sovereign bonds, focusing on the Bank of Japan and Germany. It explores market expectations for interest rates, particularly regarding the Fed, Bank of England, and Bank of Japan. The US market's pricing and dollar movements are analyzed, with attention to potential volatility. The impact of jobs data on the yield curve and market fallout is examined, along with market signals to the Fed and inflation expectations.

What are the market's expectations regarding future Fed hikes?

Discuss the potential effects of a strong jobs number on the yield curve.