It appears to me that this difference in income growth is priced incorrectly as a rental yield differential. (biggerpockets.com)
Overall, we are seeing a pickup in yields globally, resulting in narrower yield differentials between U.S. Treasuries and other sovereign bonds. (pnc.com)
That has caused U.S. - Japan and U.S. - German yield differentials to widen further in the dollar's favor, leaving the yen and the euro lower. (cnbc.com)