The Duration Risk Facing Credit Market Investors

The transcript discusses the shift from credit risk to duration risk in global markets, highlighting the movement of money into the long end of the yield curve. It examines the impact of inflation statistics on investment risk and the anomalies in the US yield curve. The discussion also covers global influences on US Treasury yields, including the role of Japanese and European yields, and the potential effects of rising global commodity prices. Finally, it debates the feasibility and demand for long-term US Treasury bonds beyond 30 years.

What is the significance of the 30-year yield in relation to inflation statistics?

What factors are suggested to potentially influence the yields on the longer end of the curve?