Australia, New Zealand Long Real Yields 'Quite Attractive,' UBS AM's Anderson Says

The video discusses the renewed downward forecast for global growth, focusing on factors like China, Brexit, and Europe. It examines the bond market's response, particularly in the treasury space, and the impact of central bank policies on market volatility. The discussion highlights the importance of timing in trading strategies due to low volatility and explores the attractiveness of real yields in markets like Australia and New Zealand. The video also covers the role of fiscal stimulus in China and its effect on sovereign bonds, emphasizing the broader array of tools available to support the Chinese economy.

What factors are contributing to the renewed downward forecast for global growth?

• Increased consumer spending

• China, Brexit, and Europe

• Technological advancements

• Rising oil prices

What is the central banks' current stance on interest rates?

• They are indifferent to rate changes

• They are cutting rates aggressively

• They are maintaining a high bar for raising rates

• They are rapidly increasing rates

Why is timing crucial in trading under current market conditions?

• Because of moderate moves and low volatility

• Due to high volatility

• Because markets are closed

• Due to unpredictable weather patterns

What fiscal measures are being used to support the Chinese economy?

• Raising interest rates

• Tax cuts and liquidity measures

• Reduction in public spending

• Increased tariffs

What is the expected impact of China's fiscal stimulus on its bond markets?

• It will support bond markets due to technical factors

• It will cause a bond market crash

• It will lead to a decrease in bond prices

• It will have no impact