More Upside In Treasury Yields, Eastspring Investments' Lien Says

The transcript discusses the potential impact of economic stimulus on the US economy, highlighting the likelihood of its passage and its benefits for the Biden administration. It also covers the bullish trends in the tech market, particularly in e-commerce, and the associated regulatory risks in China. The bond market's response to global growth acceleration and inflation concerns is analyzed, with a focus on rising yields. Finally, the transcript examines the ongoing tensions between the US and China, emphasizing the continuity of a tough stance on China under the Biden administration.

What are the concerns regarding e-commerce players in the market?

How does the bond market reflect expectations about growth and inflation?

What is the anticipated relationship between the US and China according to the speaker?