BlackRock's Harrison Says Market Underappreciating China's Slowdown

The video discusses the cues for monetary policy, focusing on asset repricing and global growth concerns. It highlights the slowdown in growth outside the US, particularly in China, and its impact on market performance. The US has been a key driver of global growth due to fiscal stimulus and CapEx, but there are concerns these may be peaking. The discussion also covers the potential repricing of treasuries and hints at the Fed's possible shift towards a less aggressive path of interest rate hikes.

What implications does the text suggest regarding the future of Treasury yields?

What hints were given about the Fed's approach to interest rate hikes?