Bond Yields Must Rise More Globally, Says CCLA's Bevan

The transcript discusses the trends in US Treasury yields and the market's focus on the Federal Reserve's statements over political events. It highlights the challenges investors face with US Treasury yields and the global economic growth rates compared to the US. The discussion also covers the performance of the dollar in a global tightening cycle and the role of central banks in foreign exchange trends.

What are the potential implications of President Trump's statements on Treasury yields?

How has the trend in U.S. Treasury yields changed this year according to the text?

What does the speaker suggest about the future of bond yields globally?

What factors are influencing the dollar's performance in relation to global economic growth?

How do historical trends affect the dollar's performance during a global tightening cycle?