Ping An's Tsui on Global Bond Market

The video discusses the current economic outlook, focusing on inflation expectations and potential interest rate hikes. It examines the impact of Treasury issuance and fiscal policy on markets, particularly in the context of Bidenomics and oil prices. The analysis extends to bond yields and investment strategies, with a focus on the US and Japanese markets. The video concludes with insights into Japanese bond market dynamics and currency considerations.

What are the expectations regarding core PCE inflation mentioned in the text?

How does the speaker view the likelihood of further interest rate hikes?

What is the significance of the August refunding announcement mentioned in the text?

What factors are contributing to the current economic environment as discussed in the text?

What investment advice does the speaker provide regarding the short end of the yield curve?

What are the expectations for the Bank of Japan's monetary policy in the near future?

How does the speaker assess the current state of the Japanese economy and its impact on investment?