If U.S. Avoids Recession, Yield Curve May Steepen, Says Bank of Singapore’s Nicholson

The video discusses the relationship between fixed income and equity markets, focusing on recent trends in sovereign yields and the potential for growth. It examines the likelihood of a US recession and its impact on yield forecasts, suggesting a possible increase in yields if a recession is avoided. The discussion also covers changes in the yield curve and market indicators like ISM and PMI numbers. Finally, it addresses global trade dynamics and economic uncertainties, including Brexit, and their effects on different sectors.

Discuss the implications of trade slowdowns on different sectors.

What uncertainties are affecting corporate trade decisions?