Are We in a Credit Bubble?

The video discusses the challenges of pricing investment grade yields in Europe, especially with negative yields. It highlights the psychological impact on fund managers and the importance of focusing on spreads rather than yields. The role of central bank policies, such as quantitative easing by the ECB and Bank of England, is examined, along with their effects on market complacency. The video also explores potential risks, including inflation and bond market stability, and the future of these markets.

In what ways might inflation impact trading in fixed income markets?

What potential risks do central bank policies pose to financial stability?