Daybreak Europe Open: 10-Year Treasurey Yield Risks 3%

The video discusses the concept of the neutral rate and its implications on market dynamics. It highlights a significant market sell-off affecting long-term yields and explores differing opinions from Barclays and Bank of America regarding market positioning and yield expectations. The discussion also touches on the Fed's balance sheet runoff and its impact on inflation expectations, suggesting a potential reset in long-term inflation outlooks.

What are the implications of the Fed's balance sheet runoff according to the text?

What does the term 'bearish supply demand dynamic' refer to in the context of the text?