How Much Influence Is Oil Having on the Bond Market?

The video discusses the impact of oil prices on fixed income markets and inflation, referencing historical events like the 2014 oil price collapse. It explores concerns about high yield debt and default rates, noting that rising oil prices have alleviated some pressure. The discussion also covers the interplay between OPEC and shale producers, suggesting that oil's influence on inflation and bond markets may be more muted and rangebound than in the past.

What impact did the collapse of oil prices in 2014 have on bond yields and inflation expectations?

Discuss the relationship between oil prices and the high yield market as mentioned in the text.

How do rising oil prices affect default rates in the high yield market?

What factors are suggested to balance out the effects of oil prices on the economy?

In what ways has the perception of oil's impact on inflation changed over time?