Maybank: 10Y Treasury Yield Below 3.5% By 1H 2023

The transcript discusses the cautious market outlook due to inflation and Fed rate expectations. It highlights the dollar's recent trends and the resilience of the US economy, despite rising consumer credit levels. The conversation shifts to corporate earnings, noting a decline in positive surprises and potential growth risks. Treasury yields are analyzed, with a focus on the 10-year yield's volatility. The discussion concludes with a look at China's market, its reopening, and the impact of the Adani issue on Indian equities.

What are the implications of rising consumer credit on economic growth?

What is the outlook for Chinese equities in light of recent market conditions?

How is the sentiment around Indian equities affected by the Adani issue?