Matthews Asia's Kong on U.S. Treasuries, Global Corporate Bonds

The video discusses the bond market's signals of a potential recession, focusing on the yield curve inversion and its historical relationship with economic downturns. It examines the Federal Reserve's stance on interest rates amid strong domestic data and global economic factors. The video also highlights the slowdown in global manufacturing and its impact on treasury yields, as well as the prevalence of negative yields in investment grade debt, suggesting emerging markets as a potential area for yield-seeking investors.

What does the inversion of money markets indicate about the current economic expansion?

In what way might emerging market assets benefit from the current global low yield environment?