Bond Strategy: Buying the Spread or the Yield?

The video discusses the current state of yields and spreads compared to 2006, focusing on investment strategies in government bonds. It highlights the European Central Bank's influence on German yields and suggests investing in US Treasurys and UK gilts. The video also addresses liquidity in bond markets and anticipates further rate cuts by the Bank of England, impacting UK gilt yields.

What is the expected trend for yields in Germany according to the speaker?

What are the top two recommendations for investors mentioned in the text?

How does the speaker assess the liquidity of government bond markets?

What is the anticipated action of the Bank of England regarding interest rates?

What is the expected yield for the US 10-year Treasury in the first quarter of 2017?