Sizing Up the Global Bond Selloff

The video discusses the ongoing global bond market sell-off, with experts analyzing yield trends and market reactions. They explore the potential for capitulation among institutional investors and the impact of macroeconomic factors. The discussion also covers the economic outlook, central bank policies, and the uncertainty surrounding trade deals, highlighting the challenges and inconsistencies in market expectations.

Discuss the potential volatility in the bond market as mentioned in the text.

What are the implications of a potential phase one trade deal on the bond market?