Bond Yields Can Go Quite a Bit Lower: Julius Baer's Matthews

The video discusses the potential for bond yields to decrease further due to a softening US economy and recent banking sector issues. Inflation is expected to settle between 3-4%, with property and gasoline prices contributing to this trend. Investment strategies are explored, highlighting the bond market, gold, and currency trends. China's economic reopening is seen as a positive development, with strong housing data and robust PMI figures.

What is the significance of the breakout in gold according to the speaker?

What are the expectations for the Chinese market as mentioned in the text?