Where Is the Bottom for Ten-Year Yields?

The video discusses market expectations for central bank interventions, focusing on the Bank of England and Bank of Japan. It covers Goldman Sachs' forecast for US economic growth and lower mortgage rates. The impact of quantitative easing (QE) versus negative interest rates on equity markets is analyzed. The corporate credit market's borrowing costs and risks are examined, with a focus on the energy industry. The effects of economic cycles and central bank interventions are explored, highlighting balance sheet contractions. Finally, future yield predictions are discussed, considering factors like Brexit and inflation expectations.

How does the current market situation differ from the last cycle regarding bond and equity performance?

What is the expected trend for the 10-year yield according to Goldman Sachs?

What role do overseas markets play in the current U.S. Treasury yields?

What are the implications of negative interest rates on equity market returns?

What concerns are raised regarding the compression of yields and borrowing costs?

How might central bank interventions affect the economic cycle according to the discussion?

What factors are expected to influence the movement of yields by the end of the year?