A Deep Dive Into Global Bond Markets

The video discusses the recent market sell-off, analyzing whether it is overdone and exploring the impact of divergent economic cycles between the US and Europe. It examines the yield spread between US Treasurys and German bonds, highlighting the influence of central bank policies. The discussion also covers the potential value in Italian bonds amidst political uncertainty and provides predictions on the future of US Treasury yields, considering fiscal deficits and market reactions.

What are the implications of the upcoming referendum on Italian bonds as discussed?

What indicators suggest that Treasuries are oversold, and what is the expected fair point for the 10-year Treasury yield?