Treasury Yields’ Path of Least Resistance Is Higher, Tannuzzo Says

The video discusses the current market trends, focusing on treasury yields and the impact of trade resolutions. It highlights the scarcity of global yields and the role of US issuers in providing yield. The discussion also covers investment trends towards high-quality cash flows and the potential for investment-grade bonds to become a new safe haven. The video concludes with projections for the 10-year treasury yield, considering historical contexts and potential improvements in the ISM index.

What factors are influencing the path of least resistance for treasury yields?

How does the anticipation of a trade resolution affect stock and bond yields?

What is the significance of the 80% yield coming from US issuers?

In what historical context does the speaker relate current treasury yields?

What improvements are necessary for the ISM to potentially influence treasury yields?