Look for Some Unwinding of Front End of Korean Swap Curve, Says BofAML’s Piron

The video discusses strategies for hedging against potential Fed rate decisions, focusing on Korean swaps. It analyzes economic data that could influence the Fed's actions, such as nonfarm payrolls. The discussion extends to market expectations for rate cuts and the performance of Chinese sovereign bonds, highlighting the correlation between Chinese and US interest rates.

What trends are observed in the correlation between Chinese interest rates and US bond yields?

What factors are influencing the potential for easier policy stimulus in China?