Economist Weinberg Says Yields Signal Inflation Concern From Oil

The video discusses the concept of yields, their historical trends, and current market conditions. It highlights the impact of the Federal Reserve's rate hikes on yields and the associated risks in the market, particularly in Europe. The discussion includes a historical perspective on yields, referencing the Volcker era, and examines current trends in European bond yields, focusing on Germany and Italy. The video also explores economic factors influencing European bonds, such as inflation and ECB policies, and concludes with an analysis of the potential risks and opportunities in the bond market.

What implications does the Fed's tightening have on yields over time?

Discuss the impact of the Bavarian elections and the Italian budget on the bond market.