SocGen's Juckes Says the U.S. and China Need to Get Along

The video discusses the importance of harmonious US-China relations for global economic growth, emphasizing that while friendship is not necessary, avoiding trade wars is crucial. It examines market reactions to potential trade conflicts, noting that current market conditions show little concern. The video also explores currency strategies, particularly the risks of shorting the yen, and the impact of US economic data on Treasury yields.

What factors are currently influencing the markets in Asia according to the speaker?

What does the speaker suggest about the relationship between economic data from the United States and treasury yields?