What's Behind This Month's Bond Selloff?

The video discusses recent trends in the bond market, highlighting significant sell-offs in long-term government bonds from the US, Germany, and the UK. It explores the impact of inflation expectations, influenced by Janet Yellen's comments, and the role of oil prices in shaping these expectations. The video also examines the European Central Bank's monetary policy and its potential tapering, as well as the implications of central banks holding a large portion of global debt. Experts provide insights into future trends in Treasury yields, suggesting that structural pressures may keep yields low despite recent sell-offs.

Discuss the relationship between oil prices and inflation expectations as mentioned in the text.

What challenges do central banks face regarding monetary stimulus and inflation?