Australiabon

Beata Manthey, European equity strategy head at Citi, discusses the bond market selloff and says it is "not necessarily bad" for index-level equities. "EPS growth in Europe for the index-level is going up, not down," Manthey tells Bloomberg Television. "But it is happening in this very narrow fashion."

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Rufaro Chiriseri, head of fixed income for UK and Europe at RBC Wealth Management, discusses the outlook for Treasuries as 30-year yields climbed to levels not seen since the global financial crisis. "We're actually happy to be sort of on the shorter end," Chiriseri tells Bloomberg Television. "But at the same time, it starts to look a lot more interesting with 30-year real yields at levels that we haven't seen since the GFC."

Nicolas Bickel, chief investment officer at Edmond de Rothschild Private Bank, says higher bond yields for an elongated period could pose a risk to equities, "especially the ones that are highly indebted, even hyperscalers." Bickel speaks on Bloomberg Television.

Elevated bond yields dominated the Group of Seven meeting in Paris as finance ministers discussed how oil-fueled inflation risks overshadowing world economic prospects. The talks, which were meant to dwell on global imbalances, took place against the backdrop of US President Donald Trump's extended standoff with Iran which is keeping the Strait of Hormuz shut. Bloomberg's Oliver Crook reports.

Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, says, "the demand for fixed income is accelerating at higher yield levels," as she looks at what makes this bond market different from recent selloffs.

Kim Crawford, global fixed income portfolio manager at JPMorgan Asset Management, and Laura Cooper, global investment strategist and macro credit head at Nuveen, discuss the selloff in global bond markets as a fragile ceasefire between the US and Iran extends past 40 days and a deal to reopen the Strait of Hormuz remains elusive. They speak on Bloomberg Television.

French Finance Minister Roland Lescure discusses the European economy, the risk of inflation and rising bond yields. Speaking to Bloomberg's Oliver Crook on the sidelines of a meeting between Group of Seven finance ministers in Paris, he says the European economy is "proving quite resilient."

Bloomberg's Laura Nahmias joins Scarlet Fu on "Bloomberg Real Yield."  New York lawmakers are planning a new tax on New York City homes purchased in cash for at least $1 million, according to people familiar with the state budget negotiations.

Treasury yields are starting to become "unhinged,'' which will be a challenge for incoming Federal Reserve Chair Kevin Warsh, according to Subadra Rajappa, the head of research for Societe Generale Americas. She speaks with Jonathan Ferro and Lisa Abramowicz on Bloomberg Television's "Surveillance.''