Global Bonds in First Bear Market in a Generation

The video discusses the current state and future of the bond market, focusing on the impact of rising inflation and central bank interest rate policies. It questions whether the market is entering a new era of sustained higher yields or if previous trends of low rates will return. The discussion also covers the yen's depreciation due to the yield gap between Japan and other countries, and the potential need for the Bank of Japan to intervene. The video highlights the uncertainty and potential for increased volatility in both the bond and currency markets.

In what ways has the yen been affected by the current financial climate?

What is the current stance of the Japanese government regarding monetary policy?