Correction in Lower Yields Is Over, Morgan Stanley’s Caron Says

The video discusses the factors influencing the rise in US Treasury yields, including changes in net supply, potential deficit financing of the infrastructure bill, and the Federal Reserve's tapering plans. It highlights the reversal of factors that kept yields low and projects future yield levels, considering market technicals and external influences like energy prices and COVID-19 trends.

What are the main factors contributing to the increase in treasury yields as discussed in the text?

How does the reduction of the Treasury general account impact net issuance of US Treasurys?

What implications does the potential infrastructure bill have on future debt levels?

What is the significance of the Fed's tapering announcement in relation to treasury yields?

According to the text, what yield levels indicate a shift in market sentiment?