Bond Selloff Continues in Asia

The video discusses the current trends in the bond market, focusing on the rise in US yields and its implications for the equity market. It explores the potential impact of US fiscal policy and the Fed's stance on rate hikes. The discussion also covers the economic outlook with the reopening post-COVID and investment strategies, particularly in China, which has shown resilience during the pandemic.

What are the potential risks mentioned regarding the global economy and bond markets?

How does the text describe the relationship between vaccination rollouts and economic reopening?

What consensus trades were mentioned at the start of the year, and how have they evolved?