Global Growth, Inflation, and Rising Bond Yields

An analysis of the main drivers behind rising global and US Treasury bond yields, focusing on global growth, industrial activity, inflation, and central bank expectations.

■ Global growth and yields
- Global growth impulse and activity as shared drivers
- Industrial sectors strong in the US and globally

■ Inflation, central banks, and Treasury returns
- Strong growth pushing inflation higher
- Central banks expected to respond amid credibility debate
- Negative real returns for five-year US Treasury hold-to-maturity buyers from 2011 to 2021

This is suited for viewers seeking a concise overview of macroeconomic drivers behind bond yields and the relationship between growth, inflation, and monetary policy expectations.