The Economic Signals Behind the Global Bond Selloff

The video discusses recent changes in the bond market, highlighting a shift in inflation expectations and a move away from deflationary risks. It examines global economic trends, including demographic impacts and savings gluts, and analyzes currency reactions to yield curve changes. The focus is on the Japanese market and Dollar Yen trends, with insights into the Bank of Japan's policies. The video concludes with an exploration of inflation expectations and central bank actions across the G10 countries.

What factors does the speaker believe are influencing the current yield curves in different currencies?

In what way does the speaker relate the steepening yield curve to expectations of inflation?